Team

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.

Zaki Colabawala
Vice President - Research Analyst
Jake Baker
Analyst
Bretaigne Black
Director - Client Specialist
Matthew Buchtrup
Analyst
Ansel Davis, JD
Managing Director - Senior Financial Advisor
Ellis Davis
Vice President - Portfolio Manager
Whit Davis
Partner - Portfolio Manager
Neal Deaton, CFP®
Managing 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
Stephen Halkos, CFA
Managing Director - Portfolio Manager
AK Hendrix, CFP®
Partner - Director of Financial Planning
Amanda Henry
Client Specialist Associate
Harry Jones
Managing Partner - Senior Financial Advisor
Barrett Karvis, EMBA
Managing Director - Chief Operating Officer, Chief Compliance Officer
Victoria Kolbe
Client Specialist Associate
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 – Reporting & Investment Operations Manager
Jake Munns
Analyst
Jacobi Padgett, CIMA
Managing Director - Portfolio Manager
Brad Parsons
Managing Director - Senior Financial Advisor
Jimmy Patrick
Partner - Senior Financial Advisor
Nicole Pichon, FPQP®
Director – Client Services Team Manager, Community Engagement Champion
Shelby Potz-Nielsen, CFP®
Vice President – Client Specialist & Portfolio Manager
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®
Managing Director - Director of Operations
Kevin Vogel, CFP®
Vice President – Financial Planning Manager
Bradley Williams, CFA
Director - Portfolio Management
Frances Suarez, AWMA®
Vice President - Client Specialist
Pam Witt
Vice President - Client Specialist
Julia Zwicky, FPQP®
Vice President - Client Specialist

Knowledge

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.

Dedication

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.