Our Team

Our team has established an exceptional reputation for consistency and quality. With a deep level of experience and a broad understanding of the marketplace, we are dedicated to partnering with our clients to find solutions to sustain current and future generations.

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H. Walter Barre, II


Barry D. Wynn


Bert D. Barre, CFA


Camp R. Wynn, CFA


Jamison W. Hinds, JD

General Counsel

James C. Fiske, CFP®

Portfolio Manager & Investment Analyst

Kathryn A. Smith, CPA/PFS, CFP®

Financial Planner

Jordan Taylor-Director of Family Services

Jordan R. Taylor, CPA

Director of Family Office Services

Lorie L. Barton

Assistant Operations Manager

Karen H. Longhurst, ATFA, CTFA

VP of Trust Operations

W. Charlton Wieters, CTFA

VP – Financial Advisor & Trust Officer

Matt Van Name, CFP®, CRPS®, AIF®

Corporate Retirement Plan Specialist

Charles Clementson

Charles W. Clementson

VP – Financial Advisor & Trust Officer

Henry E. Batts III, AWMA®

Financial Advisor & Trust Officer

Thomas S. Ledbetter, CFA

Investment Analyst and Associate Portfolio Manager

Pamela G. McCauley

Trust Officer for Special Needs & Circumstances

Ansley J. Mitcham

VP & Trust Officer

Ellen M. Taylor

Trust Administrator

Lori Nguyen

Trust Administrator

Gina Grooms

Assistant Trust Administrator

Heather N. Tisdale

Trust Administrator

Leeta T. Lister

Senior Trust Administrator

Shanea M. Ford

Trust Administrator

Belinda B. Gillespie

Assistant Trust Administrator

Mary Katherine Anderson

Client Service Coordinator

Frances Krydynski

Client Service Representative

Libby R. Adamson

Business Manager

“We’re in a business of relationships. We want to know our clients and we want them to know us.” – Wally Barre