Meet Our Team

 Committed to providing our clients with the attention, service, and compassion they deserve.

  • Paul B. Thompson

    PRESIDENT & CHIEF INVESTMENT OFFICER

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  • David Belding

    INVESTMENT COMMITTEE MEMBER

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  • Paul B. Thompson, Jr., CFP

    PORTFOLIO MANAGER & CLIENT ADVISOR

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  • Jordan Mathews

    CO-PORTFOLIO MANAGER & DIRECTOR OF RESEARCH

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  • Holman Moores, CFP

    WEALTH ADVISOR

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  • Allie Walls, CFP

    ASSOCIATE WEALTH ADVISOR

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  • Ruth Shoulders

    DIRECTOR OF CLIENT SERVICES

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  • Shonnie McBride

    DIRECTOR OF OPERATIONS

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  • Brookes Sorrell

    ADMINISTRATIVE ASSISTANT

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