We’ve assembled a strong team of people with the knowledge and experience to give you expert advice and take good care of you.

  • Our Client Advisory Team averages 25 years of experience
  • Our Investment Committee averages 23 years of experience
  • In addition to undergraduate and masters degrees, our team has earned over 23 industry designations such as CFA, CPA, CFP®, CRPC®, AEP and more.

Evan Anderson, CPA, CFP®

Director of Advice, Client Advisor

Lynn Araujo, CFP®

Client Advisor

J. Frank Bragg Jr.

Founder,
Chairman Emeritus

John F. Bragg III, CFP®

VP,
Client Advisor

Phillips M. Bragg, CFP®, AEP®

VP,
Director of Estate & Charitable Planning

Anthony Bykovsky, CFA

Portfolio Manager

Dawn M. Cannon, CPA

Chief Compliance Officer

George W. Climer III, CFP®

Director of Market Strategy, Client Advisor

Matt DeVries, CFA

Portfolio Manager

Crystal Draper, FPQP™

Client Service Associate

Kermeka Ferguson

Client Service Associate

Stephanie Higgins

Office Manager

Marta Keiser

Financial Planning Analyst

Benjamin Mellman

Senior Analyst – FPA Queens Road Funds

Brittney Miller, CFP®

Client Service Associate

Jen Muckley, CFP®, AEP®, CTFA®

Chief Operating Officer, Director of Family Office Services, Client Advisor

Meghan Paladino

Senior Content Designer

Grace Pharr

Service Team Associate

Heather Pitman, FPQP™

Director of Client Service

Nichole Rhoads

Client Service Associate

T. Ben Rose, CFA, CFP®, AIF®

Director of Portfolio Management

Taylor Saenz

Assistant Office Manager

Steven H. Scruggs, CFA

Portfolio Manager – FPA Queens Road Funds

Emily Rose Sheffield

Financial Planning Analyst

Debbie Taylor

Client Experience Officer

Beth A. Tumblison

Portfolio Analyst

Adria Viscardi, FPQP™

Client Service Associate