Team

More than a century of combined experience

We call the Gulf Coast home, but our clients are nationwide. With more than 130 years of combined experience in the financial and investment management industries, our team has witnessed historic economic events and significant market changes. Throughout, we have maintained the trust and confidence of our clients, helping them achieve their investment objectives and realize their financial goals.

Richard Mitchell
Managing Director
Douglas R. McLeod
Managing Director
Kyle C. Pugh
Managing Director
Carmen Williams
Managing Director
Katherine M. McGinley
Chief Compliance Officer
Bragg Van Antwerp
Managing Director