top of page

OUR TEAM

Nancy Anderson in front of an architectural background

Nancy Lottridge Anderson, Ph.D., CFA

President

Ryder Taff 2026 headshot

Ryder Taff, CFA, CIPM

Managing Partner

Meredith DeLaune 2026 headshot
Dierrah McInnis 2024 headshot
Lindsey Marshall 2026 headshot

Meredith DeLaune, CFP®

Financial Planner

Dierrah McInnis

Client Service Administrator

Lindsey Marshall

Operations & Compliance Analyst

Dorian Randall 2026 headshot
J.R. Gerhart 2026 headshot
Kaitlyn Dortch 2026 headshot

Dorian Randall,
Certified Digital Marketing Professional

Marketing & Operations Associate

J.R. Gerhart

Client Service Administrator

Kaitlyn Dortch

Client Service Associate

bottom of page