About Us

Custom Solutions. Impressive Results.

At Windsor Advisory Group, our greatest strength is our people. Our principals 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

Joe Davies
Joseph S. Davies, CFA
Partner
Harry Dye
Harry M. Dye, III (Trey)
Partner
Jonathon Eesley
Jonathon S. Eesley
Partner
John Mozola
John E. Mozola
Partner
Clatyon Hall
Clayton A. Hall, CIMA®
Managing Director
Nick Daniel
Nick Daniel
Senior Associate
Melissa Barton-Briggs
Melissa Barton-Briggs
Associate
Jacob Chockran
Jacob Chockran
Senior Investment Analyst
Rebecca Kern
Rebecca Kern
Associate
Samantha Buck
Samantha Buck
Associate
Stephanie Weir
Stephanie Weir
Compliance Officer