Our People

Experienced Financial Advisers Serving Business Owners, Entrepreneurs, and Investors

Our People Make the Difference!

Financial Planner and Managing Member

DeWitt Gibson, IV, CLU
DeWitt Gibson, IV, CLU

DeWitt C. Gibson, IV, CLU

Officers:

Chief Financial Officer

Chief Operating Officer

Chief Marketing Officer

Chief Compliance Officer

Chief Relationship Officer

Vice Presidents:

Vice President of Financial Planning

Vice President of Commercial Loan Brokerage

Vice President of Asset Management

Vice President of Private Equity

Vice President of Insurance

Support Team

Administration

Receptionist

Website and IT – Hallsonic, LLC

Bookeeping

CPA

Legal Council