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Richard Knepfler Chief Financial Officer, CPA -
Kimberly Key Chief Compliance Officer, CRCP®, JD -
Deb Minnick Managing Director | National Advisory Services, CFP® -
Todd Sampson Managing Director | Wealth Advisory Operations -
Charles Rainbolt Managing Director | Risk Management -
Susie Mulry Director of Human Resources & Operations -
Vivien Preece Director of Insurance Services -
Samantha Nalbach Director of Marketing -
Daniel London Associate Advisor -
Karen Vilorio Muchnik Associate Advisor -
Lisa Waite Vice President | Client Services -
Cassie Bishop Vice President | Client Services -
Devon Preece Underwriting | Insurance Services -
Mikaela Latimer Client Services Manager -
Victoria Freemyer Client Services | Operations -
Ann Lacoste Client Services -
Joshua Pilling Information Technology and Facilities Manager -
Elliott Singer Consultant
