Meet The Team
At our core is a team of professionals delivering clear, actionable advice. We focus on supporting informed financial decision-making and aligning strategies with each client’s specific goals and priorities. More than advisors, we seek to build, protect, and sustain legacies, guided by our mission to make a meaningful difference in clients’ lives.
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Kevin S. Gray
Partner, CEO & Wealth Advisor
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Michael J. Mess
Partner, CFO & Wealth Advisor
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John Rogers
Partner, President & COO and Wealth Advisor
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Kevin Boutwell, CFP®, CIMA®
Partner & Wealth Advisor
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Michael Collopy, CFP®, CIMA®
Partner & Wealth Advisor
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C. Lee Liscom, CFA®, CKA®
Partner & Wealth Advisor
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Matthew G. Harwell
Wealth Advisor
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M. Hannah Liscom
Client Relationship Manager
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Ben Matzell
Wealth Advisor
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Lisa Monello
Executive Administrator
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Niko Puritz, CFP®
Wealth Advisor
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John Rinker, CFP®
Wealth Advisor
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Chandler Warren
Client Relationship Manager
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