Taylor Hodges, CFP®, CEPA
Founder & CEO
Taylor founded the company in February 2015 and cultivated our firm's reputation for providing a personalized and engaging customer service experience. He believes that Southern Capital's success is measured by the quality of the relationships it maintains.
Theo Perry, CFP®
Wealth Manager
Theo's background in banking and portfolio management allows him to offer comprehensive wealth management strategies to Southern Capital clients. He is proactive in evaluating market conditions and excels at maintaining long-term, trust-based relationships.
Amanda Grant, CEPA
Director of Operations
Amanda provides invaluable support to the Southern Capital Team through anticipating the needs of our clients and ensuring our back office runs smoothly.
JP Montmarquette, MBA
Client Services
Driven by a passion for helping businesses and people succeed, JP earned his MBA, further strengthening his expertise in business strategy, operations and long-term growth. He is committed to building lasting relationships and providing personalized guidance to Southern Capital clients.
Kylee Hodges
Marketing Director
Kylee strives to exceed client expectations and grow the Southern Capital brand within the local community through purposeful collaboration.
