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About HMS Capital Management

This firm is built upon the foundation of engaged ownership. We are an employee owned company, so each and every one of us has a vested interest in every relationship entrusted to us.

Allison King

Accounts Payable Assistant

As the Accounts Payable Assistant, Allison makes sure the company and clients are being billed the proper amount and that those bills are paid on time. As a busy mother of two young boys, Allison understands how hard it is to keep your...
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Angela M. Robinson, CFA, CMT

Founding Principal

615.829.7200

615.829.7201

As Chief Investment Officer, Angie helps clients both grow and protect their wealth. She focuses her 22 plus years of investment experience on building portfolio strategies that allow our clients to be invested to have Wealth Without...

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Bryan Fastenau, CFA®, CAIA®

Senior Portfolio Manager

As Senior Portfolio Manager, Bryan helps clients implement their wealth plan by developing an investment strategy designed to meet their long term goals. After spending the last 30 years of his career working with families and...

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Dana M. Brisendine, CFA

Founding Principal

615.829.7200

615.829.7201

As President of the firm, Dana focuses her 25 plus years of investment industry experience on helping clients understand complicated financial concepts and create their own plan for Wealth Without Worry. As a serial entrepreneur, Dana...

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George B. Stadler, CFA

Founding Principal

615.829.7200

615.829.7201

As a founding principal, George is committed to building successful relationships with our clients. With a lifelong passion for philanthropy, George has served on countless non-profit boards and understands the needs and challenges of...

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Jeff Brisendine

Chief Operating Officer

Jeff may be the member of the HMS team that most clients have the least interaction with but he is a key factor in the success of the relationship. As Chief Operating Officer of the firm, Jeff’s focus is on running the day to day...

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Philip P. Thomas

Director of Business Development

As Director of Business Development, Phil is often one of the first people you will meet at HMS. His focus is on developing and nurturing lasting relationships with current and prospective clients and their families to help them...

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Portia Wells, CFP®, CTFA

Director of Client Development and Family Wealth Advisor

As Director of Client Development and Family Wealth Advisor, Portia puts her twenty plus years of experience in trust administration to work to help clients understand how the decisions they make today can affect their family for...
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