Meet Your Stewards
Already have someone like us? May we respectfully disagree?
We’re different. Really. There’s a focus on long-term partnerships that solve problems, establishes strategies, and protects your future. While others may offer advice from the limited perspective of a single specialty—such as accounting or law—our advice spans the gamut. Already working with an attorney, accountant, or other experts? We partner well with others and can function as the quarterback of your advisory team.
We take the time necessary to provide you with all the solutions you’ll need over the long term.
Jonathan J. Edwards
Principal & Strategic Advisor
Jacob Stewart
Chief Investment Officer
Jonathan J. Edwards
Principal & Strategic Advisor
Jacob Stewart
Chief Investment Officer
Bob Edry
Operations Leader and Wealth Management Advisor
Sean Edwards
Wealth Management Advisor
Bob Edry
Operations Leader and Wealth Management Advisor
Sean Edwards
Wealth Management Advisor
Steven Skancke
Chief Economic Advisor
Tony Benson
Senior Portfolio Manager
Steven Skancke
Chief Economic Advisor
Tony Benson
Senior Portfolio Manager
Joseph A. Moore
Family Office
Drew Singleton
Portfolio Manager
Joseph A. Moore
Family Office
Drew Singleton
Portfolio Manager
Sara Hardy
Administrative Assistant
Austin Edwards
Client Service Representative
Sara Hardy
Administrative Assistant
Austin Edwards
Client Service Representative
Lyle Minton
Chief Investment Officer
Scott Jenkins
Director of Information Technology
Lyle Minton
Chief Investment Officer
Scott Jenkins
Director of Information Technology
Manny Kapellakis
Implementation Specialist
Manny Kapellakis
Implementation Specialist