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 Team
S. Preston Dillard
Co-Founder, Managing Director
Scott Storey
Co-Founder, Managing Director
Mark Levin
Managing Director
Will Beck
Investment Associate
Cindy Cogbill
DIRECTOR OF CLIENT RELATIONS
Jake DuBois
Director of Investments
Pete Fryer
Director of Wealth Management
Sarah Pancerella
Client Relations Specialist
Will Thomas
Chief Compliance Officer, Operations
Pieter Van Saun
Chief Operating Officer
Our Values
Proactive
Anticipating needs, we make sure we’re seeing around corners.
Accessible
We’re easily reached. Actually.
High Achieving
Determined to excel, we continually set goals and recognize accountability.