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