OUR STRUCTURE

Our private and independent ownership structure encourages shared responsibility and an alignment of interest with our clients. It affords us the opportunity to attract and retain talented professionals.

Our Leadership Team

S. Preston Dillard, CAIA

Founder, Managing Director

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Scott J. Storey

Founder, Managing Director

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Will Thomas, CFP®

DIRECTOR OF OPERATIONS

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Elizabeth S. Ware, CIMA®

DIRECTOR OF WEALTH MANAGEMENT

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Cindy Cogbill

DIRECTOR OF CLIENT RELATIONS

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