Our Team
Your story.
Our expertise.
One team.
The foundation that we built our firm on is taking care of friends and family.

Back: Scott R. McMillian; John B. Rowsell, PhD; Edward A. Hart
Front: Fred W. Middleton; Elizabeth Flavin Crawford; Roy H. Trice
Our Team
Personal attention and focus. We offer unbiased advice and personalized investment strategies to help preserve, protect, and grow our clients’ assets. Our team of dedicated experts deliver comprehensive wealth management solutions.

Brenda D. Allen
AML Compliance Officer

Jenifer T. Brown

Anne Buckthal Chilton, CFA

Diane Connor
Client Relationship Specialist

David H. Coull
Senior Systems Administrator

Elizabeth Flavin Crawford
Chief Executive Officer

David Dale
Director of Information Technology

Lori Darchicourt, CPA

Tyler Davies
Investment Advisor

Franklin C. Davis, IV CFP
Portfolio Manager

Amaury de Barros Conti
Partner
Vice President Investments

Kaela B. Eby
Client Relationship Specialist

Shawna Frerich
Assistant Controller

Carmen M. Goerges
Partner Liaison
Foundations Specialist

Edward A. Hart
Partner
President

Rahnae Johnson
Client Relationship Specialist

Lisa G. Kahn-Smith
Chief Compliance Officer

Patrick Kenary
Senior Strategist for Sendero Partners

Rodrigo Lopez
Financial Analyst

Tara D. Maxwell PHR, SHRM-CP
Partner
Vice President

Kayde McCormick
Marketing Coordinator

Scott R. McMillian CPA, CFP
Partner
Chairman

Fred W. Middleton
Partner
Chairman Emeritus

Gregg E. Muenster, PhD
Senior Philanthropic Strategist

Ariel Palomo, Jr.
Senior Client Relationship Specialist

Debbie A. Ponzio
Client Experience Associate

Fabian J. Rodriguez
Senior Portfolio Manager

John B. Rowsell, PhD
Partner | Chief Strategist

Adam D. Roth
Accountant

Sadie I. Schweers
Porfolio Manager

Roy H. Trice
Partner
SFE Family Office

George Watson
Operations Manager

Cindy Wyatt
Human Resources Associate
Investment Management
Family Office
Family Foundations
Women & Wealth
Family Legacy
Let’s discuss your financial future.
Contact Us