Meet Our Team

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

  • Paul B. Thompson

    CHAIRMAN & CHIEF INVESTMENT OFFICER

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  • David Belding

    INVESTMENT COMMITTEE MEMBER

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  • Paul B. Thompson, Jr., CFP®

    PRESIDENT

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  • Scott Schwinger

    MANAGING PARTNER

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  • Jeff Farley, CFP®, AIF®, CPFA®

    SENIOR 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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  • Jason Christy

    CLIENT SERVICE REPRESENTATIVE

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