Meet The Team

Our Wealth Advisors have an exceptional amount of technical expertise in wealth management and financial strategy. We understand the impact it has on every aspect of each Client’s life, and we always lead with our Clients’ best interests and goals in mind.

  1. Gray Kevin

    KEVIN S. GRAY

    CHIEF EXECUTIVE OFFICER

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  2. Michael Mess

    MICHAEL J. MESS

    CHIEF FINANCIAL OFFICER

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  3. Boutwell Kevin

    KEVIN BOUTWELL, CFP®

    WEALTH ADVISOR & PARTNER

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  4. Collopy Michael

    MICHAEL COLLOPY, CFP®

    WEALTH ADVISOR & PARTNER

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  5. DSC 79211 | CHARLES CROWLEY, CFP®, AIF® | Veracity Capital

    CHARLES CROWLEY, CFP®, AIF®

    WEALTH ADVISOR

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  6. Jennifer

    JENNIFER DELOACH, CFP®

    DIRECTOR OF COMPLIANCE AND OPERATIONS

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  7. Harwell Matt

    MATTHEW G. HARWELL

    WEALTH ADVISOR & PARTNER

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  8. Liscom C Lee

    C. LEE LISCOM, CFA®, CKA®

    WEALTH ADVISOR & PARTNER

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  9. Shamlian Harry

    HARRY SHAMLIAN, CFP®

    WEALTH ADVISOR & PARTNER

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  10. Constantino Brian

    BRIAN CONSTANTINO

    CLIENT RELATIONSHIP MANAGER

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  11. M. HANNAH LISCOM

    M. HANNAH LISCOM

    CLIENT RELATIONSHIP MANAGER

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  12. DSC 80443 | CHRISTIE MUMPOWER | Veracity Capital

    CHRISTIE MUMPOWER

    CLIENT RELATIONSHIP MANAGER

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  13. Matzell Ben

    BEN MATZELL

    CLIENT RELATIONSHIP MANAGER

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  14. Rinker John

    JOHN RINKER

    CLIENT RELATIONSHIP MANAGER

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