Our Team Tom Warburton, BAFounder and Principal Jonathan Hall, BA, MBA, MSFS, CFP®President, Director Isaac Hutchins, BS, CFP®Vice President & Chief Operating Officer Mark McCullough, BS, MS, JDVice President of Trust Representative Services Brandon Jaquis, BS, CFP®Portfolio Manager Brian Grant, BBA, MS, PA-CClient Service Specialist - Principal Josh Jakubovitz, BSClient Service Specialist Rachel Hall, BA, MAExecutive Assistant