Broker Check

Our Team

Principals

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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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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Advisors

Bryan Fastenau

Bryan Fastenau, CFA®, CAIA®

Senior Portfolio Manager

Dustin Najar

Dustin Najar

Director of Option Trading Strategies & Hedging

Philip Thomas

Philip P. Thomas

Director of Business Development

Portia Wells

Portia Wells, CFP®, CTFA

Director of Client Development and Family Wealth Advisor

Staff

Jeff Brisendine

Jeff Brisendine

Chief Operating Officer

Sarah Yow

Sarah Yow

Operations Administrative Assistant

Allison King

Allison King

Accounts Payable Assistant