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 M. Dye, III (Trey)
Partner

Jonathon S. Eesley
Partner

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
Investment Team

Jacob Chockran, CPA
Director
Investment Team

Melissa Barton-Briggs
Manager
Client Relationship Team

Samantha Buck
Director
Client Relationship Team

Cory Hinaman, CFA
Manager
Client Relationship Team
Investment Team
Investment Team

Nathan Sparks
Associate
Client Relationship Team

Cassady Smith
Team Support Specialist
Client Relationship Team

Brandon Compertore
Director
Technology

Stephanie Weir
Compliance Officer