Contact UsClient Login

Our Team

Eric D. Ridenour
Eric D. Ridenour

CPA, PFS, CFP®

Wealth Advisor
BA, Bob Jones University. In excess of 25 years of experience.
C. Shannon Elliotte
C. Shannon Elliotte

JD, LLM

Wealth Advisor
BSBA, Western Carolina University; JD, Samford University; LL.M, Boston University. In excess of 25 years of experience.
Kristin N. Lewis
Kristin N. Lewis

CFP®

Wealth Advisor
BSBA, University of North Carolina; MS, North Carolina State University. 24 years of experience.
Kathryn R. Habluetzel
Kathryn R. Habluetzel

CPA

Wealth Advisor
BS, Louisiana State University; MS, University of Illinois. In excess of 25 years of experience.
Clare M. Lawrence
Clare M. Lawrence

EA

Wealth Advisor
BSBA, Xavier University; MAcc, University of North Carolina at Charlotte. 23 years of experience.
W. Thomas Byrd
W. Thomas Byrd

CAIA

Investment Advisor
BSBA, University of North Carolina; MBA, University of North Carolina. 23 years of experience.
Peter L. Jespersen
Peter L. Jespersen

CFA®

Investment Advisor
BA, St. Lawrence University. 18 years of experience.
David A. Worley
David A. Worley

Investment Team

Investment Advisor
BSBA, Drexel University. 14 years of experience.
Edward B. Davis
Edward B. Davis

Director of Operations

Operations
BSBA, Rider University. In excess of 25 years of experience.
Kevin K. Schulze
Kevin K. Schulze

Sr. Client Service Associate

Operations
BS, North Carolina State University; BS, University of North Carolina at Charlotte. 11 years of experience.
Sorina M. Ilioi
Sorina M. Ilioi

Sr. Client Service Associate

Operations
BA, Arizona Christian University. 9 years of experience.
Katie Scarborough Caldwell
Katie Scarborough Caldwell

Director, SF Holdings, Inc.

Advisory Council
MBA, the Wharton School. CPA with experience across private investment management, corporate finance and manufacturing.
Matthew Litwin
Matthew Litwin

Chief Executive Officer and Managing Director at Greycourt & Company

Advisory Council
A 27-year investing career spanning equity research, hedge funds and strategic consulting for very large family offices.
Theresa R. Gebhardt
Theresa R. Gebhardt

Executive Director of Cato Management, LLC

Advisory Council
BSBA, Coastal Carolina University. CPA and CFP® with a background in family office management and corporate treasury.
Edward Lazar
Edward Lazar

Executive Director at Milburn Services, LLC

Advisory Council
BSBA, Valparaiso University. CPA and Personal Financial Specialist with 34 years of tax, management and family office ex…
Made withbyLoam Agency