Our Team

with over 125 years of combined industry experience, our team is here to bring you the most effective solutions possible.

CRAIG CMIEL

Craig brings over 30 years of industry experience. He spent 20 years working at Merrill Lynch and UBS before founding one of the fastest growing RIAs where he raised over $1 billion in assets. Craig was a million-dollar producer at Merrill Lynch, named the UBS Complex Director of the Year and over his career has assisted advisors in transitioning over $10B in assets to new platforms.  Craig has extensive experience in building asset management solutions for emerging and boutique money managers and building practice and planning solutions for financial advisors.

CHRIS MCHEFFEY:

MBA

Chris brings 23 years of experience working in senior management roles based on product and sales management. Chris spent 18 years with the combined PaineWebber and UBS. With a long track record of success selling and leading sales teams, Chris drives a wide spectrum of financial products including Fixed-Income, ETFs, Equities, Mutual Funds, and Alternative Investments. 

DAWSON RANSOME:

Mr. Ransome is Founder, Chief Investment Officer and lead Portfolio Manager of Ransome Asset Management, LLC. Mr. Ransome is an accomplished investment professional with 20 years of experience as an investment advisor and owner/manager/partner of investment vehicles with holdings in equities, real property, and private partnerships totaling in excess of $100 million in value. Prior to founding the firm, ​Mr. Ransome was an independent investment advisor with Raymond James Financial Services Inc. 

LAUREN CMIEL:

Lauren is a current student at the University of North Carolina at Chapel Hill where she is studying advertising/PR and environmental sustainability. She brings skills in website development, online marketing, and content creation to the team. Upon graduation from Chapel Hill, Lauren plans to pursue a Masters in Communications.