Monica Atwell Consultant 804.521.6007 vCard
Tim Buckler Senior Consultant 804.521.6027 vCard
Bill Davis
Bill Davis Director 804.349.7815 vCard
Patrick M. Dennis, Esq. General Counsel & Founding Principal 804.965.5404 vCard
Buddy Doyle Founding Principal, CEO & Managing Director 804.965.5403 vCard
Jay Donlin Director 804.347.0817 vCard
Jena Glownia Family Office Specialist 804.965.5400 vCard
Robert Hall Chief Financial Officer 804.965.5405 vCard
Gray Houghton Senior Consultant 804.521.6004 vCard
Karen Houghton Senior Consultant 804.521.6005 vCard
Ralph Magee Jr. Senior Consultant 804.521.6021 vCard
Pete McAteer Managing Director 804.521.6026 vCard
Theresa Muller Director 540.872.8964 vCard
Stuart Porterfield Independent Consultant 804-334-7429 vCard
Cindy Rosen Senior Consultant 804.588.5089 vCard
Joe Turner Senior Consultant 804.521.6002 vCard
Lance Whittemore Associate Director 804.521.6016 vCard
Mary Catherine Wilck-Pond Associate Director 804.521.6014 vCard

FEATURED CONSULTANT

Cindy Rosen,Senior Consultant

Cindy has 30 years of industry experience in project management, Advisor recruiting and re-engineering business processes.

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