Our People

We believe investment advisory firms are only as strong as the people who create the advice. Our Financial Advisor, Leadership, and Board of Directors teams represent a range of key subject matter experts from varying fields of expertise.

Financial Advisors
Leadership Team
Board of Directors

Jennifer Arps

Director,
Tax and Client Advisor

Peter Ashby

Vice President,
Financial Advisor

Robert C. Auditore

Principal,
Financial Advisor

Elina Babadzhanova

Senior Financial Advisor

Matt Bader

Principal,
Financial Advisor

Eric W. Bailey

Principal,
Head of Endowments & Foundations

Beryl Ball

Principal,
Financial Advisor

Deanna Bamford

Senior Financial Advisor,
Relationship Manager

Jennifer Barker

Senior Financial Advisor

Braxton Barnes

Financial Advisor,
Relationship Manager

Brodie Barnes

Principal,
Financial Advisor

Jason Bart

Financial Advisor,
Advice & Wellness

Taylor Bauerle

Principal,
Financial Advisor

Barron D. Beal

Principal

Buck Beam

Senior Vice President,
Financial Advisor

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chief Executive Officer, Co-Founder

Eric W. Bailey

Principal,
Head of Endowments & Foundations

Rush Benton

Senior Director,
Strategic Growth

Frank Bub

Senior Director,
Head of Wealth Management Consulting

Denise Buchanan

Senior Director,
Compliance

Kathy Del Corso-Chase

Senior Director,
Integration Team,
Human Resources

John D. Curry

Chief Marketing Officer

Karen Denise

Senior Director,
Head, Wealth Client Service

Jennifer Doss

Senior Director,
Defined Contribution Practice Leader

Mary Earls

Senior Director,
Finance

Mark Feldman

Principal,
Head of Tax Services

Mark Francher

Chief Human Resources Officer

Ben Goldstein

President

David Hood

Senior Director,
Investment Research

Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

Michael E. Hudson

Principal,
Head of Retirement Plan Consulting

Margaret Jarocki

Senior Director,
Integrations

Sam Kirby

Senior Director,
Investment Strategist

Ann Leddy

Chief Compliance Officer

John Leissner

Senior Director,
Head, Institutional Client Service and Operations

Christina Markell-Balleza

Managing Director,
General Counsel

Scott T. Matheson

Managing Director,
Institutional Group

Jon Meyer

Chief Technology Officer

Greg Middleton

Senior Director,
Marketing

J. Fielding Miller

Chief Executive Officer,
Co-Founder

Robert Miller

Chief Financial Officer,
Corporate Services

Rick Shoff

Managing Director,
Advisor Group

James F. Stafford

Senior Director,
Corporate Real Estate and Facilities

Jason Stephens

Senior Director,
Nonqualified Executive Benefits Practice Leader

Mike Strother

Senior Director,
Advisor Group

James Underwood

Senior Director,
Portfolio Management

Grant Verhaeghe

Senior Director,
Institutional Portfolios Practice Leader

Michael J. Vogelzang

Managing Director,
Chief Investment Officer

Edward V. Welch, Jr.

Managing Director,
Head of Wealth Management

Christopher Whitlow

Senior Director,
Advice & Wellness

To truly enrich the lives of our clients, we have to start by working backwards. First, we need to understand what people need and what problems we can help them solve. Then we can make sure they have the right tools and resources to succeed. That's the way we’ve structured our firm and grown it over the years—by working to understand what people want and need.
J. Fielding Miller Chief Executive Officer, Co-Founder

Ben Goldstein

President

Michael S. Hollander

Managing Director,
GTCR

Wilson S. Hoyle III

Managing Director,
Head of the Advisor Group

Christina Markell-Balleza

Managing Director,
General Counsel

J. Fielding Miller

Chief Executive Officer,
Co-Founder

Collin E. Roche

Managing Director,
GTCR

Dasha Smith

Executive Vice President and
Chief Administrative Officer,
National Football League

Rob Solomon

Founder and Chief Strategist,
Bulldog Solutions, Inc.

Mark S. Wilson

Past Chairman,
Kimley-Horn