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Chief Investment Officer
CFP®, B.S. Mathematics, Virginia Tech
Alec Gilliam
Alec's foundation is mathematics — literally. A Virginia Tech graduate with a degree in math, Alec brings an analytical discipline to investment strategy that keeps emotion out and logic in. He doesn't chase performance or react to headlines. He builds portfolios that align precisely with each client's plan, timeline, and risk tolerance — and then stays the course through every market cycle.

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