James J. Izard, II, CFP®
Principal and Portfolio Manager

Dickinson B. Phillips, CFP®
Principal and Portfolio Manager

Jonathan E. Morris
Fixed Income Portfolio Manager

Jennifer L. Litchfield
Chief Information Officer

Nancy E. Renshaw
Chief Compliance Officer

Sarah E. Dudack
Client Service Associate

Rhonda H. Inskeep
Portfolio Account Analyst

Mary Beth Saburn
Portfolio Account Analyst

Kay M. Thomas
Client Service Associate

Katherine C. Willis, CFA, CIC
Principal and Portfolio Manager

Henry U. Harris III, CFA, CIC
Principal and Portfolio Manager

Caroline S. Oliver, CFA, CFP®
Portfolio Manager

John C. Benedict, CFA
Principal and Director of Research

Kristen M. Potter
Chief Operating Officer

Rhonda W. Robinett
Chief Administrative Officer

Karen R. Davis
Client Service Associate

Erika B. Gunbeyi
Operations Specialist

Patricia B. Mercer
Client Service Associate

Regina P. Scott
Client Service Associate

Kimberly M. Wilcox
Portfolio Account Analyst