Our team has the depth and scope of knowledge, expertise, and experience to manage multifaceted wealth.
Advisors
David Goodson
David Goodson has more than 30 years of experience working with corporations, pension plans, and individuals on investment issues, including security selection, portfolio design, and investment management.
Neil Goodson
Neil Goodson is responsible for constructing investment strategies for the firm’s institutional and private wealth clients. From 2010 to 2016 , Neil was a research analyst and assistant portfolio manager at New Century Advisors LLC.
James Proffitt, Jr.
Jim Proffitt has more than 35 years of experience working with corporations, pension plans, individuals, and families on various issues including investment management, income and estate tax planning, and philanthropy.
Michael Cermak
Michael Cermak manages client relationships and evaluates economic and capital market data for the firm, reports to the investment committee about company and portfolio due diligence, and oversees the 401k investment platform.
Alex Owens
Alex is an investment analyst with responsibilties in research and evaluation for ProffittGoodson’s equity and fixed income portfolios, including monitoring of general market activity and ongoing performance attribution analysis.
Operations
Carol Neville
Carol Neville oversees the operations staff and administers the firm's internal policies. Her team maintains the firm's accounting system and the preparation of client reports.
Kimberly Hamilton
Kimberly is an operations associate, maintaining the securities accounting and client reporting system. She manages the daily data downloads from various custodial firms and reconciles all trade activity.
IN MEMORIAM
Benjamin Goodson
1989-2021
A beloved friend and business partner, Ben’s expertise earned him the respect of clients and colleagues and contributed significantly to the growth and success of our firm. His kind heart and big smile are missed by all.