Meet the Client Support Team

Caleb Smith, CFP®, CFA®

Chief Development Officer
Caleb enjoys being part of a team focused on growth—both…

Agustin Vega

Relationship Manager
With over 18 years of experience in the financial industry,…
Paulette Jackson

Paulette Jackson

Relationship Manager, Prehmus Financial
Paulette enjoys building meaningful relationships with clients and learning about…
Mary Pat Hodges

Mary Pat Hodges

Relationship Manager, Prehmus Financial
Mary Pat’s favorite part of working at Prehmus is the…
Melissa Bunson

Melissa Bunson

Relationship Manager, Prehmus Financial
Melissa has spent over 25 years collecting a broad array…

Geoff Bryant

Director of Finance, Prehmus Financial
Geoff oversees the day-to-day operations of the Prehmus team and…
Sindhuri Immidi

Sindhuri Immidi

Business Analyst
Sindhuri is a Business Analyst who finds excitement in uncovering…

Danny Hall

Vice President – Strategic Growth
Danny worked most of his life to help young men…
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Join the team that's shaping the future of wealth management.
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