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Our integrated team has the depth and scope of knowledge, expertise, and experience to manage multifaceted wealth.

 

 Led by two founding partners with more than 50 years of combined experience, our team has the credentials and skills to provide integrated strategies that cross situations, personalities, and generations. Our expertise includes wealth managers, investment professionals, tax and accounting professionals, planning specialists, personal service coordinators, and a technology specialist. 


DAVID N. GOODSON, CPA, CFA
CO-FOUNDER/Managing Director/Chief Investment Officer

JAMES N. PROFFITT, JR., CPA
CO-FOUNDER/Managing Director/Chief Operations Officer

Neil W. GoodsoN, CFA
Senior Advisor/Portfolio Manager

CAROL A. NEVILLE
Director of Operations

Michael Cermak
Associate Advisor/Investment Analyst