Our Team

Michael H. Morris
Founding Principal
Chief Executive Officer
John Suddeth Jr., CFA
Founding Principal
Chief Investment Officer
Kerry Geroy, CTFA
Principal
Chief Compliance Officer
Greg Debski, CFA
Principal
Portfolio Manager
Isaac Codrey, CFA
Principal
Portfolio Manager
Sara Perkins
Client Advisor
Ryan Gavin
Investment Analyst
Jason R. Rundorff, CFP®
Client Advisor
Kelly Kramer
Client Services Specialist