Executive Team
John Chatmas
Chief Executive Officer
Don Simoneaux
President & Chief Investment Officer
Adam Rose
Chief Technology Officer
Bennett Woodward
Chief Market Strategist
Dan DeGrave
Executive Vice President of Operations
Alex Buchanan
Full Stack Engineer
Earline Chapa
Director – Client Relations
Christi Chatmas
Director of Advisor Relationships & Strategic Transitions
Taylor Chatmas
Marketing Manager
Wendy Cook
Client Service Associate
Nora Dyer
Investment Operations Manager
Randy Flowers, CFA
Vice President of Investments & Portfolio Manager
Jordan Goforth
Client Service Associates
Layne Grissom
Controller
Andrew Johnsen
Managing Director
Eric Kane
Client Associate
Ella Kisluk
Executive Assistant
Michelle Kultgen
Family Office Services Managing Director
Henry Looney
Investment Analyst
Mark McAdams
Director of Family Office Services
Evette Mock-Hernandez, CRPC®
Senior Relationship Manager
Logan Moulton, CFA
President of IWS & Portfolio Manager
Sajal Mutter
Junior Analyst
Crystal Reed
Wealth Management Advisor
David Sabonghy
Senior Wealth Advisor
Josh Teeters
SVP of Partnerships
RESEARCH & INSIGHTS
Chart Of the Week – Over A Century Of Tax Rates
This chart shows the top marginal federal income tax rate in the United States since 1920.
This Week on Wall Street – Week of April 13th
The stock market rallied last week following the announcement of a two-week ceasefire between the U.S.
Q4 2025 Market Commentary
Equity Markets U.S. Equities Despite headwinds from multiple directions, including softening enthusiasm around artificial intelligence, a weakening labor market,[…]