We believe that our team approach, investment management and financial planning philosophies are what make our firm unique. We care about our clients and our community and will work tirelessly to achieve exceptional results for you. William D. Patterson, CIMA®Managing Partner William D. Patterson, CIMA®Read MoreJohn B. Russell, CFA®Director of Investments John B. Russell, CFA®Read MoreJ. Mason Cousins, CFP®Director of Client Planning & Operations J. Mason Cousins, CFP®Read MoreBroc P. Kreitz, CFP®Senior Investment Advisor Broc P. Kreitz, CFP®Read MoreCraig H. Sneed, CFOChief Financial Officer Craig H. Sneed, CFORead More