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Joel W. Barrett, CFA, CPA, CTFA President
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Phillip Davis, Jr. Sr. Vice President
Frank Beverly Chief Investment Officer
Charity Knifer Chief Operations Officer
Natalie Kirbo, Esq. Chief Compliance Officer
Katherine Bannister Retirement Plan Specialist
Will Ferguson Portfolio Manager
Sterling Ivey Portfolio Assistant
Sunny Gay Retirement Plan Officer
Krista Peace, CFP® Financial Advisor
Chase Harvard Trust Officer
Nelray Lilly Trust Officer
Susan Harvard Client Service Administrator
Erin Jones Client Service Administrator
Anne Khandjian Trust Operations/Account Administrator
Melanie McNair Operations Administrator
Donna Whiddon Operations Specialist
Rachel Arnold Executive Assistant
