Our Team

Click on any member of our team to view their profile.

Principals

Jack Calhoun, Jr.
MANAGING PRINCIPAL Dennis Covington
PRINCIPAL Terry Hartigan
PRINCIPAL Scott Pritchard
MANAGING DIRECTOR, ADVISORS ACCESS

Managers

Macora Furlong
DIRECTOR OF OPERATIONS Kate Kantarovich
BUSINESS MANAGER John McMillen
PORTFOLIO MANAGER

Associates

Andrew Allen
FINANCIAL PLANNER Don Davidson
REGIONAL DIRECTOR, ADVISORS ACCESS Ali Mitnick
ADVISOR SERVICES MGR, ADVISORS ACCESS Angela Muse
CLIENT SERVICES MANAGER Laura Taylor
CLIENT SERVICES MANAGER David Thomason
CLIENT SERVICES MANAGER Erika Young
REGIONAL DIRECTOR, ADVISORS ACCESS