Our team

Traditional Values + Forward Thinking

Confidence in your team, confidence in your future.

Our financial advisors and client associates span generations and average 25 years of experience each. Having experienced decades of market cycles, we are well equipped to guide you through the natural ebbs and flows of future markets.

Meet Our Team

Amber Baine Client Associate

Charles E. Bradshaw III, CFP®Managing Partner

Paula BridgmanSenior Registered Client Associate

Crystal FarrisRegistered Client Associate

George M. Gordon III, AAMS®, AWMA®Managing Partner, Branch Manager

Thomas P. KraheManaging Partner

Heather J. LambertSenior Registered Client Associate

Anne McQuailSenior Registered Client Associate

Tim H. Mullins, CFP®Managing Partner

Jordan OgoAssociate Planner

Jennifer Childrey SmithSenior Registered Client Associate

Joel W. StiffFinancial Advisor

John TaitagueManaging Partner

Matthew A. Tatum, CFP®Managing Partner

Investment and Insurance Products are:

Not Insured by the FDIC or Any Federal Government Agency
Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate
Subject to Investment Risks, Including Possible Loss of the Principal Amount Invested

This information is intended for use only by residents of (AL, CA, CO, CT, DC, FL, GA, IL, MA, MD, MO, MS, NC, NJ, NY, PA, SC, TN, TX, VA, WV). Securities-related services may not be provided to individuals residing in any state not listed above. Please consult with the FA as s/he may not be registered in all states.

For parties residing outside of the U.S., this information is: (i) provided for informational purposes only, (ii) not and should not be construed in any manner as an offer to participate in any investment or to buy or sell any securities or related financial instruments, and (iii) not and should not be construed in any manner as a public offering of any financial services, securities or related financial instruments. Products and services listed may not be available, or may have restrictions, depending on client country of residence.

Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

Insurance products are offered through nonbank insurance agency affiliates of Wells Fargo & Company and are underwritten by unaffiliated insurance companies.

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