Celebrating 35 Years!

Happily Serving since 1989

MICHAEL COOK    Founder & Chairman

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 PHILLIP COOK                CIO & Managing Partner

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ALISON WHITLEY      Client Relations Associate

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ANGELA WIMMER        President & Principal

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 ASHLEY MCNEELY     Chief Financial Officer

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CHRIS PRUETT, CFA          Analyst

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DANIEL GAFFORD, CFP     Senior Associate

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JIM DORMAN, CFA    Portfolio Manager

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JENELL JONES             Office Manager

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LISA EWELL           Associate

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MICHAEL CROSS    Portfolio Manager

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MICHAEL MCNAMARA    Senior Trader & Principal

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TRACEY ROUSE        Director of Operations

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TRACY DeANDREA    Director of Client Services

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TREAD THOMPSON    Portfolio Manager

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TUCKER DAVIS    Institutional Sales

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WILLIAM HALLIDAY    Chief C0mpliance Officer & Principal

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