EXPERIENCED, TRUSTWORTHY, & DEDICATED

Our team is here to help

Our team of experienced professionals provides hands-on guidance to business owners navigating mergers, acquisitions, and capital solutions. We bring integrity, expertise, and a results-driven approach to every engagement.

  • Christopher Lee

    Christopher Lee

    Managing Partner

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  • Bryan Vahlberg

    Bryan Vahlberg

    Managing Partner

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  • Brad Wallace

    Brad Wallace, CFA®

    CIO, Infinity Private Wealth

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  • Jacob Willis

    Jacob Willis, CFA®

    Director

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  • Jonathan Hampton

    Jonathan Hampton, CPA

    Vice President

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  • Meredith Calloway

    Meredith Calloway

    Office Manager

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  • Dylan Bastian

    Dylan Bastian

    Associate

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  • Dexter Flick

    Dexter Flick, CPA

    Associate

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  • Carson Confer

    Carson Confer

    Analyst

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  • A smiling man in a business suit and red tie standing against a gray wall.

    Jordan Atterberry, CPA

    Analyst

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  • Ashton Conner, CPA

    Analyst

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  • Carson Mauldin

    Analyst

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  • Hunter Meister

    Hunter Meister

    Business Development Manager

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  • A young man in a navy suit, white shirt, and striped tie smiling in front of a light-colored wall.

    Jackson Stallings

    Business Development Manager

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  • Christina Lewallen

    Christina Lewallen

    Controller

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  • Jake Wayman

    Jake Wayman

    New Market Development

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  • Todd Pefferman

    Todd Pefferman, CPA

    Tax and Estate Planning Advisor

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