Team
Bart Rolen
Chief Executive Officer
Teresa Whitton,
CFP®, CTFA
President
Robert W. Fell, III,
J.D.
Managing Director
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
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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
