Leadership Team

KEY PARTNERS AND PORTFOLIO MANAGERS

Cliff Taylor

Investment Advisor Representative

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Connie Pearson

Investment Advisor Representative

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Ken Brewer

Investment Advisor Representative

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Michael D. Mitchell

Investment Analyst & Portfolio Manager

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CLIENT SUPPORT

Ed West, IACCP®, MBA

Chief Compliance Officer and Operations Manager

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Janet Ellis

Executive Assistance

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Sharon Nunn

Executive Assistant

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