Meet Our Team

Edge takes a team-based approach to helping our clients RealizeMORE™. Our more than thirty professionals have attended some of the nation’s finest schools and have honed their judgment through years of experience. Our disciplined, diligent, and experienced team helps you attain your goals realistically and effectively.

Click on any of the images below for complete biography and contact information. You can also view our team members by a specific location.

Ava Arjmand, AWMA™
Vice President - Portfolio Manager
Jake Baker
Bretaigne Black
Director - Client Specialist
Amanda Brady, FPQP®
Director - Client Specialist
Matthew Buchtrup
Ansel Davis
Managing Director - Senior Financial Advisor
Ellis Davis
Vice President - Portfolio Manager
Whit Davis
Partner - Portfolio Manager
Neal Deaton, CFP®
Director - Portfolio Manager
William DeButts
Partner - Senior Financial Advisor
Michelle Dickson, FPQP®
Director - Client Specialist
Ginger Dorsett, FPQP®
Director - Client Specialist
James Foster
Managing Director - Head of Strategy
Peek Garlington III
Partner - Senior Financial Advisor
Carter Grimes
Associate - Strategy
Stephen Halkos, CFA
Managing Director - Portfolio Manager
AK Hendrix, CFP®
Partner - Director of Financial Planning
Harry Jones
Managing Partner - Senior Financial Advisor
Barrett Karvis
Managing Director - Chief Operating Officer
Brendan Keelan, CFA
Director - Fixed Income
Ann Claire Lathem, FPQP®
Director - Client Specialist
Elizabeth Mackie, CPA, CFP®
Partner - Senior Financial Advisor
Bill Maner
Advisory Director
Kendrick Mattox, CFA
Partner - Senior Financial Advisor
Nancy McFadden, AAMS®
Vice President – Operations Associate
Rebecca Montes
Associate - Client Specialist
Jake Munns
Jacobi Padgett, CIMA
Managing Director - Portfolio Manager
Jimmy Patrick
Partner - Senior Financial Advisor
Nicole Pichon, FPQP®
Director – Client Specialist
Bert Rayle
Partner - Senior Financial Advisor
Paul Robertson
Partner - Senior Financial Advisor
Dennis Sabo, CFA
Partner - Strategy
Will Skeean, CFA
Partner - Senior Financial Advisor
Amy Tierney, CFP®
Director - Director of Operations
Kevin Vogel, CFP®
Vice President – Financial Planning Manager
Julia Zwicky, FPQP®
Vice President - Client Specialist


Edge prides itself on our loyal and knowledgeable staff. Our more than thirty professionals have attended some of the nation’s finest schools and have honed their judgment through years of wealth management experience.

Due to the extensive knowledge required to customize wealth management solutions, we also routinely promote and reinvest in our team’s continual pursuit of education, research, and analysis.


Every Edge client is appointed a dedicated team who provides high-touch service and the personal attention paramount in delivering sophisticated, successful financial solutions.


Community Involvement

Individuals with serious wealth understand the benefit of philanthropy. We at Edge share that philosophy. As both a firm and as individuals, we focus on bettering our communities via active participation and charitable donations.