Linda Bowers, J.D., CFP®, AEP®, CEPA®
Vice President & Senior Relationship Manager
Charles Welsh, CFP®
Wealth Management Advisor
John Stringer, CFP®, CTFA
Assistant Vice President & Relationship Manager
Kevin Bohn, CTFA, CFP®
Vice President & Senior Relationship Manager
John Stieven, Sr., CFA, CFP®
Senior Vice President & Senior Portfolio Manager
John Sastry, J.D., CFP®
Vice President & Financial Planning Officer
Nancy O’Neal, CFP®, CFIRS™
Senior Vice President & Chief Compliance Officer
Peter Harris, CFP®
Vice President & Portfolio Manager
Justin Setser, CTFA, CFP®, MBA
Senior Vice President & Senior Portfolio Manager
Andrea McKinney, MBA, CFP®
Senior Vice President & Wealth Management Advisor