Bill, President of PYA Waltman, provides financial counsel to high-net-worth clients. A CPA and CFP®, he enjoys biking, hiking, reading, and traveling with his wife and five children.

Eric, Director of Institutional Services at PYA Waltman, is a CPA and CFP® serving institutions and individuals. He enjoys skiing, camping, and supporting at-risk children.

Melissa, Director of Financial Planning at PYA Waltman, empowers clients and mentors advisors. She enjoys family time, travel, the outdoors, and volunteer work.

Jessica, PYA Waltman’s Chief Compliance Officer, ensures regulatory compliance and client service excellence. She enjoys hiking, camping, and time with her family.

Doug, a Wealth Management Consultant at PYA Waltman, has 40+ years of tax and estate planning experience. He enjoys tennis, traveling, and serving his community.

Mary Alex, Senior Portfolio Administrator at PYA Waltman, supports advisors and trade operations. She enjoys trying new restaurants, traveling, and cheering on the Vols.

Hunter, Portfolio Administrator at PYA Waltman, supports advisors and regulatory testing. He enjoys hiking, traveling, binge-watching TV, and spending time with his wife and pets.

Zoe, Marketing and Events Coordinator at PYA Waltman, manages branding, content, and client experience. She enjoys fitness, reading, cooking, and research.

Trevor, a Financial Advisor in Atlanta, provides personalized financial guidance. He enjoys sports, travel, and exploring new restaurants with his wife, Rue.

Lisa, a Client Services Associate, manages scheduling, invoicing, and documents. She enjoys coffee shops, traveling, and spending time with her husband and son.

Jake, a Financial Advisor, oversees client financial plans and ensures they stay on track. He enjoys golf, documentaries, exploring new restaurants, and time with friends.

Claire, a Financial Advisor, helps clients plan their financial future. She enjoys volleyball, reading, volunteering with Emerald Youth, and exploring with her husband.

Austin, a CPA and Investment Committee member, assists with research, trading, and analysis. He enjoys exercising, traveling, hiking with his wife, and baking.

Caden, a Financial Planning Associate, develops financial analyses and oversees client engagements. He enjoys golf, bow hunting, running, and exploring new places with his wife, Anna.

Aaron, a Financial Advisor and CFP®, provides analysis and reviews to guide clients. He enjoys time with his wife, Disney trips, live theater, and volunteering.

Aaron, Senior Research Analyst and Portfolio Manager, oversees investment research and model portfolios. He enjoys family time, reading, traveling, and working outdoors.

Amber, Financial Planning Support Specialist, ensures clients' financial plans stay on track. She enjoys family time, mahjong, reading, and watching her sons play lacrosse.

April, a Relationship Manager, fosters strong client connections and ensures an exceptional experience. She enjoys farming, raising chickens and goats, and spending time with family.

Owen, a Financial Planning Intern, assists with research, presentations, and client service. Originally from Boston, he enjoys playing ice hockey and exploring local food spots.