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 Beck

Investment Associate

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Cindy B. Cogbill

DIRECTOR OF CLIENT RELATIONS

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Will Thomas, CFP®

DIRECTOR OF OPERATIONS

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Our Values

Empowering

We foster confidence and strength in others to help them make their own decisions.

Accessible

We’re easily reached. Actually.

High Achieving

Determined to excel, we continually set goals and recognize accountability.

Proactive

Anticipating needs, we make sure we’re seeing around corners.

Professional

We pledge to be reliable, trustworthy, and respectful.

Consistent

Our commitment to deliver an exceptional experience every time is unwavering.