Custom Solutions. Impressive Results.

At Windsor Advisory Group, our greatest strength is our people. Our partners have more than 75 years of combined experience, so we are well prepared to provide innovative, tax-efficient personal CFO services. When it comes to navigating your financial future, our independent, tough-minded approach and critical analytical skills can make a lasting impact.

Our Team

Harry Dye
Harry M. Dye, III (Trey)
Partner
Jonathon Eesley
Jonathon S. Eesley
Partner
John Mozola
John E. Mozola
Partner
Clayton A. Hall, CIMA®
Partner
Carter Hatch, CFP®, CAP®
Director
Client Relationship Team
Matt McClimon, CPA
Director
Client Relationship Team
Investment Team
Jacob Chockran
Jacob Chockran, CPA
Director
Investment Team
Melissa Barton-Briggs
Melissa Barton-Briggs
Manager
Client Relationship Team
Samantha Buck
Samantha Buck
Manager
Client Relationship Team
Cory Hinaman, CFA®
Senior Associate
Client Relationship Team
Investment Team
Nathan Sparks
Associate
Client Relationship Team
Cassady Smith
Team Support Specialist
Client Relationship Team
Brandon Compertore
Director
Technology
Stephanie Weir
Stephanie Weir
Compliance Officer