Team
Bart Rolen
Chief Executive Officer
Teresa Whitton,
CFP®, CTFA
President
Britt Messer,
CFA, CFP®, CTFA
Chief Investment Officer
Robert Clark,
CFA, CFP®
Senior Portfolio Manager
Christopher Haigler,
ATFA, CTFA
Trust Officer
Gail Bickford-Payne,
CTFA, ATFA
Trust Officer
Wendy Barnett
Trust Administrator
Debbie Frank,
CSOP
Director of Operations
Linda Richardson,
CFIRS
Compliance Officer
Brittany Schaefer
Operations Officer
Pam Brown
Operations Officer
Melea Butler
Trust Associate
Daniel Cone
Investment Analyst
Email Signup
Chattanooga
901 Lindsay Street
Chattanooga, TN 37402
Nashville
3100 West End Ave Suite 860
Nashville, TN 37203
Atlanta
3290 Northside Parkway NW, Suite 850
Atlanta, GA 30327
