About Us

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Meet The Team

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Executive Team

  • Griffin Dalrymple CFP®, AIF® Chief of Strategy

  • Kimberly Burdette-Hord CFP®, CRPC® Chief Operating Officer

  • Jaran Day Chief Investment Officer

Strategy Division

  • Robin Snell CFP®, EA SENIOR STRATEGIST

  • James Farish III JR. STRATEGY ASSOCIATE

  • Meghan Dodge JR. STRATEGY ASSOCIATE

Tax & Accounting Division

  • Chris Matthew, CPA CHIEF TAX OFFICER

Operations Division

  • Diann Greene BUILDING MANAGER