Our Team

Our relationship-focused team is dedicated to building trust through honesty, professionalism, and exceeded expectations.

Robert K. Harrell II

Founder, CEO

Anna Bodine, CFP®

Partner, Chief Operating Officer

Dee Dalvi

Chief Compliance Officer, Senior Vice President, Operations

Natalie Sanchez

Director, Client Relationships

William H. Wilson III

Director, Investment Strategy & Research

Caroline Morgan

Director, Alternative Investments