Julie Firmand, CRPP™, AIF®
Retirement Services Officer
Chris Watkins, J.D.
Vice President & Relationship Manager
John Stringer, CFP®, CTFA
Assistant Vice President & Relationship Manager
Teresa Douglass, J.D., LLM, CPA
Senior Vice President & Senior Fiduciary Officer
Steven Jeffrey, CFP®, CIMA®, MBA
Senior Vice President & Senior Portfolio Manager
Sarah Hanneken, CTFA
Vice President & Relationship Manager
Kim Schwend, CISP
Assistant Vice President & Relationship Manager
John Bailey, CFP®
Senior Vice President & Wealth Management Advisor
Jan Witherwax, CTFA
Assistant Vice President & Relationship Manager
Greg Jones, J.D.
Senior Vice President & Relationship Manager