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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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Susie Mulry Director of Human Resources & Operations
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Vivien Preece Director of Insurance Services
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Samantha Nalbach Director of Marketing
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Devon Preece Senior Underwriter | Insurance
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Lisa Waite Vice President | Client Services
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Cassie Bishop Vice President | Client Services
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Mikaela Latimer Client Services Manager
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Tyler Knight Associate
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Victoria Freemyer Client Services | Operations
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Ann Lacoste Client Services
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Joshua Pilling Information Technology and Facilities Manager