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®
Managing Director
Carter Hatch, CFP®, CAP®
Director
Client Relationship Team
Nick Daniel
Nick Daniel
Director
Client Relationship Team
Melissa Barton-Briggs
Melissa Barton-Briggs
Senior Associate
Client Relationship Team
Jacob Chockran
Jacob Chockran, CPA
Senior Associate
Investment Team
Rebecca Kern
Rebecca Kern
Senior Associate
Client Relationship Team
Samantha Buck
Samantha Buck
Senior Associate
Client Relationship Team
Cory Hinaman
Associate
Client Relationship Team
Investment Team
Stephanie Weir
Stephanie Weir
Compliance Officer