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Richard Knepfler Chief Financial Officer, CPA
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Kimberly Key Chief Compliance Officer, CRCP®, JD
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Todd Sampson Managing Director | Wealth Advisory Operations
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Charles Rainbolt Managing Director | Risk Management
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Deb Minnick Senior Vice President | Private Wealth Management, CFP®
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Thomas Collins II Senior Vice President | Private Wealth Management, CFP®, CIMA®
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Daniel Howell Vice President | Private Wealth Management, CFP®
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Mark Matten Associate Advisor | Private Wealth Management
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Susie Mulry Director of Human Resources & Operations
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Pattie Imperial Strategic Talent Acquisition Director
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Vivien Preece Director of Insurance Services
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Samantha Nalbach Director of Marketing
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Cassie Bishop Vice President | Client Services
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Devon Preece Senior Underwriter | Insurance
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Mikaela Hutton Client Services Manager
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Grant Matricciani Client Services Manager
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Brittany Cankar Client Services Manager
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Tyler Knight Strategic Operations Associate
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Sashane Johnson Marketing Associate
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Victoria Freemyer Client Services | Operations
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Joshua Pilling Information Technology and Facilities Manager