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What We’re Talking About Now

Ideas, insights and advice

Provable Integrity® isn’t just a way of doing business. It’s our philosophy.

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May 12th, 2021

President Biden's Plans for Estate and Gift Tax

By: Hunter Yarbrough, CPA, CFP®

Executive Vice President and Financial Advisor

Blog

What is Rebalancing, and Why is it Important?

Diversification is a key term in the financial space that ensures clients, simply put, do not place all their eggs in one basket...

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Meet Your Advisors

We specialize in preserving, growing and distributing assets over our clients’ lifetimes.

Tim Pagliara
Founder, Chairman and Chief Investment Officer
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Phoebe Venable, CFA®
President and Chief Executive Officer
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Timothy R. Murphy, CFP®
Managing Director of Wealth Management
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Caleb Alexander, CPA
Chief Financial Officer
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Traci A. Olive
Executive Vice President and Director of Client Operations
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Jennifer Pagliara, CFP®, CTFA
Executive Vice President and Financial Advisor
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Hunter Yarbrough, CPA, CFP®
Executive Vice President and Financial Advisor
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Grant Stark, CFA®
Executive Vice President and Director of Research
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Ryan J. Hitt
Executive Vice President and Chief Compliance Officer
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Drew O'Connor, CFA®, CIPM
Portfolio Manager
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