Co-Founder / Managing Partner

Reid T. Funston is a Co-Founder and Managing Partner of Reicon Wealth Advisors, LLC. He is also a Co-Founder of Reicon Capital, LLC. Prior to founding Reicon Capital in 2000, he worked in High Yield and Leveraged Finance at FleetBoston Robertson Stephens, Inc. and Banc of America Securities and was a Portfolio Manager at SunTrust Banks/Trusco Capital Management.

Mr. Funston recently served as Chair of the Board of Regents of Sewanee: The University of the South, and is Past Chair of the Investment Committee. He is also Past Vice Chair of the Board of Trustees of Pace Academy in Atlanta and is current Chair of the Finance Committee.

Mr. Funston earned an MBA with a specialization in finance from the University of Chicago Booth School of Business and graduated cum laude with a BA in Economics from Sewanee: The University of the South. He also holds a Series 65 license.

Co-Founder / Managing Partner

Theodore J. Davies is a Co-Founder and Managing Partner of Reicon Wealth Advisors, LLC. He is also a Co-Founder of Reicon Capital, LLC which began business in 2000. Mr. Davies founded Reicon Capital from FleetBoston Robertson Stephens, Inc. where he was responsible for originating and executing public and private high-yield debt transactions. Prior to FleetBoston, Mr. Davies focused on the execution of public and private high-yield transactions at Lehman Brother and Merrill Lynch.

Mr. Davies earned an MBA in Finance from Columbia Business School and a BA in Economics from Duke University. Prior to business school, Mr. Davies was a Lieutenant in the U.S. Navy. He holds a Series 65 license.

Co-Founder / General Counsel

Forrest McClain is a Co-Founder and General Counsel of Reicon Wealth Advisors, LLC. He is also a Co-Founder of Reicon Capital, LLC which began business in 2000.

Previously, Mr. McClain was President and Founding Partner of Farallon USA, a manufacturer of propulsion systems for the scuba diving industry. Prior to Farallon, Mr. McClain conducted due diligence on early-stage investment opportunities for a Japanese private equity firm.

Mr. McClain earned a BA in Political Science from Sewanee: The University of the South and a JD from Georgia State University College of Law.

Co-Founder

Lorraine O. McClain is a Co-Founder of Reicon Wealth Advisors, LLC. She is also a Co-Founder and President of Reicon Capital, LLC. Prior to founding Reicon Capital in 2000, Mrs. McClain served as Chief Operating Officer of Prestige Communications, a privately held Cable Television company.

Mrs. McClain has served on several boards in the communication sector as well as on the Board of the High Museum of Art in Atlanta and the Holy Innocents’ Episcopal School in Atlanta. She currently serves as President of Georgia Museums and the President of Anverse, Inc., an Operating Foundation based in Cartersville, Georgia

Mrs. McClain graduated from The University of the South (Sewanee) with a degree in Psychology and earned a BA in Business Management at Georgia State University.

Chief Operating Officer / Managing Director

Stephanie B. Douglass is the Chief Operating Officer and a Managing Director at Reicon Wealth Advisors, LLC. She is also a Managing Director at Reicon Capital, LLC where she is responsible for the alternative investments portfolio with a focus on private equity, credit, and real estate investments. Ms. Douglass joined Reicon Capital, LLC from Citicorp Venture Capital, Ltd. where she was an Associate with the leveraged buyout group. Previously, Ms. Douglass was an Analyst with FleetBoston Robertson Stephens, Inc.

Ms. Douglass received a Bachelor of Science in Business Administration with a concentration in Finance from Boston University’s School of Management. Ms. Douglass is a CFA® charterholder and holds the Chartered Alternative Investment Analyst designation.

Senior Advisor

Dale R. Baumann is a Senior Advisor with Reicon Wealth Advisors, LLC, and Chief Financial Officer at Reicon Capital, LLC. He joined Reicon Capital from Windham Brannon, P.C., where he headed up their individual tax practice. Prior to joining Windham Brannon, Mr. Baumann was a tax partner with KPMG in their personal financial planning practice.

Mr. Baumann earned his JD in Law and BS in Accounting from the University of Florida. Mr. Baumann is a CPA in Georgia.

Director

Joseph P. Bogle is a Director at Reicon Wealth Advisors, LLC. He is also a Director at Reicon Capital, LLC where he is responsible for alternative investments performance reporting as well as maintaining the liquid public equities portfolio.

Mr. Bogle graduated from the University of Georgia Cum Laude with a Bachelor of Business Administration with a concentration in Economics from the Terry College of Business. Mr. Bogle is a CFA® charterholder.