Our Services

A Disciplined Approach Helps You Establish and Reach Your Goals

Our approach to investment is simple – everything is done with only your best interest in mind. Our actions are never based on quotas, commissions, proprietary products or company sales forecasts. That’s why we only provide customized, investment management supported by a thorough process which helps ensure opportunities are properly identified and important details are not overlooked.

As our client, you will benefit from a collaborative relationship that addresses – and anticipates – your needs. We follow a rigorous and disciplined wealth management process that provides a structured approach while allowing for careful customization as your unique needs and situation dictate.


Understand Your Goals

Together, we will define your needs, goals and risk profile.


Create a Plan

The appropriate allocation of assets is determined to help realize your objectives.


Craft Your Portfolio

Specific investments that align with and support your strategy are identified.


Stay on Course

Review your investments and financial goals to ensure continued alignment

Asset allocation does not guarantee a profit nor protect against loss.

Investment Committee & Advisors

  • Direct firm investment philosophy
  • Establish asset allocation targets and rebalancing efforts
  • Screen asset managers for new opportunities or bench player
  • Oversee due diligence efforts
  • Approve changes to investments on firm’s platform
  • Approve tactical portfolio positioning
  • Monitor investment performance of advisory accounts by asset class and underlying portfolio positioning

Our Investment Committee & Advisors

David G. Hunter, CFA®, CAIA, CSRICTM

Chief Investment Officer, CPC
  • 14 years of financial service experience
  • BA in Economics from the University of Florida

Blake A. Flood, CFP®

Chief Market Strategist
Senior Vice President, CPC
  • Chairman of Investment Committee, CPC
  • 27 years of investment experience
  • MBA from Georgia State University

Mike L. Hines, CFP®

President and Founder, CPC
  • Firm Founder, CPC
  • 51 years of investment experience

Adele V. Gipson, CPA, CFA®, CFP®

Senior Vice President, CPC
  • 16 years of investment experience
  • Previously managed $5B in BellSouth pension assets

Matthew T. Brinkley

Senior Wealth Advisor, CPC
  • Over 22 years of wealth management experience
  • BBA from the University of Georgia

Varun K. Marneni, CFP®, CEPA

Executive Vice President, CPC
  • 12 years of financial service experience
  • BS in Finance from the University of Florida

Michael J. McCool, CFP®, CIMA®

Senior Wealth Advisor, CPC
  • 21 years of investment experience
  • BA in Economics from Columbia University


Daren Sexton

Director of Portfolio Management, CPC
Senior Registered Associate, RJFS
  • BS in Finance from Georgia Southern University

Brooks Garrett

Senior Research Associate, CPC
Branch Associate, RJFS
  • BBA in Finance from the University of Georgia
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