Meet the Team

We’re proud to introduce the team committed to supporting you throughout your investment journey.

M. Dale “Dee” Warner, Jr.

Managing Partner
PIM Portfolio Manager

David M. Hood

Managing Partner
PIM Portfolio Manager

Justin W. Hardee AAMS®

Partner
PIM Portfolio Manager

Thomas Stroud, Jr. RICP®

Partner

Lauren Miracle

Senior Client Associate

Sheryl Tyer

Senior Client Associate

Amber Staup

Senior Client Associate