Our Team

President & CEO

Vice President, Director of Investment Advisory Services, Management Team Member

Operations Specialist

Vice President, Investment Advisor

Vice President, Wealth Advisor

Vice President, Wealth Advisor

Vice President, Wealth Advisor

Vice President, Wealth Advisor

Vice President, Investment Advisor

Administrative Associate & Office Manager

Staff Accountant

Operations Specialist

Administrative Associate

Vice President, Wealth Advisor

Vice President, Wealth Advisor

Investment Advisor, Retirement Specialist

Vice President, Director of Retirement Plan Services

Vice President, Director of Trust Advisory Services and Trust Counsel, Management Team Member

Client Service Specialist

Administrative Associate

Vice President, Director of Compliance, Management Team Member

Vice President, Director of Client Services, Investment Advisor, Management Team Member

Vice President, Investment Advisor

Vice President, Investment Advisor

Wealth Advisor

Office Manager & Receptionist

Wealth Advisor, Estate Specialist

Vice President, Wealth Advisor

Director of Marketing & Community Relations

Retirement Plan Administrator

Administrative Associate

Senior Fiduciary Tax Manager

Administrative Associate

Vice President, Director of Information Technology

Operations Specialist

Chief Financial & Operating Officer, Management Team Member

Vice President, Wealth Advisor

Investment Associate

Operations Application Manager

Administrative Associate