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OUR TEAM

Nancy Lottridge Anderson, Ph.D., CFA

President

Ryder Taff.jpg

Ryder Taff, CFA, CIPM

Managing Partner

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Dierrah McInnis.jpg
Lindsey Marshall.jpg

Meredith DeLaune, CFP®

Financial Planner

Dierrah McInnis

Client Service Administrator

Lindsey Marshall

Operations & Compliance Analyst

Dorian Randall
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Headshot coming soon

Dorian Randall

Marketing & Operations Associate

J.R. Gerhart

Client Service Administrator

Kaitlyn Dortch

Client Service Associate

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