Team
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
Humility
We are proud of our work yet remain grounded as we know many people are responsible for our success.
Excellence
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.
Integrity
We strive to earn trust by doing the right thing and being accountable for our actions.
Service
We encourage a culture of servant leadership and attend to all who cross our paths.
Respect
We regard and appreciate each individual’s talents, differing perspectives and abilities to contribute.
Stewardship
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
