Skip to content
Facebook
LinkedIn
YouTube
Email
Client Login
Home
Solutions For You
Investment Management
Financial Planning
Retirement Plan Services
Trust & Estate Services
Business Services
Non-Profit Services
Second Opinion Service
Who We Are
Difference
Experience
Leadership
Team
History
Community
Insights
Search
Search
Submit
Menu
Administration
Jacob Laswell, CPA
Tax Officer
Sean Stout, MBA, CFA, CFP®
Senior Vice President & Regional Chief Investment Officer
Justin Setser, CFA, CFP®, CTFA, MBA
Senior Vice President & Regional Chief Investment Officer
Josh Hargrove, AIFA®, CAIA, CFA, CIPM, CMT, FRM, MSF
Chief Investment Strategist
Greg Berg, CFA, CAIA, MBA
Senior Vice President & Regional Chief Investment Officer
Back To Top
Search