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

Back: Amaury de Barros Conti; Roy H. Trice; Scott R. McMillian; Tara D. Maxwell; John B. Rowsell, PhD;
Front: Elizabeth Flavin Crawford; Fred W. Middleton; Edward A. Hart
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

Anne Buckthal Chilton, CFA
Investment Advisor

Diane Connor
Client Relationship Specialist

David H. Coull
Senior Systems Administrator

Amaury de Barros Conti
Partner
Vice President Investments

Kristina Craig, CPA, CGMA®
Chief Financial Officer &
Chief Operating Officer

Elizabeth Flavin Crawford
Chief Executive Officer

David Dale
Director of Information Technology

Tyler Davies
Investment Advisor

Franklin C. Davis, IV CFP, CMT
Portfolio Manager

Shawna Frerich
Assistant Controller

Carmen M. Goerges
Partner Liaison
Foundations Specialist

Thano Hasiotis
Managing Director

Edward A. Hart
Partner
President

Rahnae Johnson
Client Relationship Specialist

Patrick Kenary
Senior Strategist for Sendero Partners

Rodrigo Lopez
Financial Analyst

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

Scott R. McMillian CPA, CFP
Partner
Chairman

Fred W. Middleton
Partner
Chairman Emeritus

Gregg E. Muenster, PhD
Senior Philanthropic Advisor

Ariel Palomo, Jr.
Senior Client Relationship Specialist

Camille J. Pitman, CFP
Portfolio Manager

Debbie A. Ponzio
Client Experience Associate

Fabian J. Rodriguez
Investment Advisor

John B. Rowsell, PhD
Partner | Chief Strategist

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.
Insights
Merry Christmas!
What To Do When Liquidity Washes Over You
One person makes hundreds of millions of dollars on the sale of a business they’ve built over decades. Another person buys a winning lottery ticket.
The sale has been in the works for years. The lottery ticket was bought on a whim. In the wealth management business, both are called liquidity events.
Tactical Asset Allocation – September 2022
Is your portfolio ready for 2023? Check out our Tactical Asset Allocation which highlights the strategy we use to generate out clients’ portfolios. [pdf-embedder...
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