Our Team

Our Team

At our firm, we have the client—and only the client—in mind.

Our reasons for becoming financial professionals are as different as our backgrounds. Our cognitive diversity is an asset we believe is of value to each of our institutional and individual clients. What we all have in common, however, is the heart of a servant and a deep commitment to serving our communities.

John F. Bright

John F. Bright

Founder, President and Chief Investment Officer

Theodore Davis

Theodore "Ted" R. Davis

Partner and Vice President

Thomas Kucera

Thomas M. Kucera, CFA

Co-Founder, Executive Vice President, Analyst and Portfolio Manager

Madison Montgomery

Madison R. "Reilly" Montgomery

Associate

Joel D. Oertling

Joel D. Oertling

Partner, Vice President and Chief Financial Officer

Richard Sale

Richard T. Sale

Fixed Income Advisor

Sarah Zink

Sarah J. Zink

Partner, Chief Operating Officer and Chief Compliance Officer

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