We value a workplace where team members can grow and collaborate.

Our success comes from trusting our associates, providing them with the tools to succeed, and learning from shared practices across multiple industries.

Our Mission

To invest in the power of people and build enduring value, together.

Our Values


We are proud of our work yet remain grounded as we know many people are responsible for our success.


We hold ourselves to high standards in everything we do and constantly seek to improve ourselves, personally and professionally, while having fun along the way.


We strive to earn trust by doing the right thing and being accountable for our actions.


We encourage a culture of servant leadership and attend to all who cross our paths.


We regard and appreciate each individual’s talents, differing perspectives and abilities to contribute.


We make wise choices, always keeping in mind the best interests of our clients.

Teresa Cline

Jack Goodwin

Tax Associate/Associate Accountant

Tony Graves

President/Co-Chief Investment Officer

Linda Grissom

Executive Assistant to Spence L. Wilson - Chairman Emeritus

LaTisha Ivory

Executive Assistant

Sam Miller

Director of Operations & Investment Analyst

Dennis Moss

Chief Operating Officer

Bridget Nosef

Executive Administrative Assistant

Shannon Rhodes

Co-Chief Investment Officer

Ragan Sernel

Investment Analyst

C. Kemmons Wilson, Jr.

Executive Vice President

Robert A. Wilson

Executive Vice President

Spence L. Wilson, Sr.

Chairman Emeritus