Our Team

Barry Rhonemus

Barry Rhonemus

Managing Partner, Founder

Barry has over 20 years of experience serving the needs of ultra-high net worth clients, family offices, foundations and corporate entities.

Brad Haines, CFA, FRM

Brad Haines, CFA, FRM

Head of Strategy Implementation

Brad has over 20 years of experience and perspective managing investment portfolios for high net worth and institutional clients.

Jack Barker, JD, CPA, CTFA

Jack Barker, JD, CPA, CTFA

Chief Fiduciary Officer

Jack has over 20 years of tax and wealth planning, and trust administration experience, working with high-net-worth clients and institutions.

Wanda Stapley

Wanda Stapley

Senior Client Manager

Wanda Stapley has over 23 years of financial services experience. She has served in a variety of customer service, trading, and managerial operational roles.

Leigh Palmer

Leigh Palmer

Client Service Manager

Leigh brings 15 years of experience in private banking working with ultra-high net worth clients and families to achieve their financial goals and objectives.