Brett Windsor, CFA
Associate Portfolio Manager
Megan Crocker
Assistant Vice President & Wealth Management Advisor
Nathan Dick, CFP®
Relationship Manager & Wealth Management Advisor
Jon Allee
Assistant Vice President & Relationship Manager
Gary Dyer, CFA
Vice President & Portfolio Manager
Chris Harris, J.D., CPA, CFP®
Assistant Vice President & Wealth Management Advisor
Beth Naylor, CTFA
Assistant Vice President & Relationship Manager
Arthur Blackman, MBA
Vice President & Portfolio Manager
Chris Watkins, J.D., CTFA
Vice President & Relationship Manager
John Stringer, CFP®, CTFA
Vice President & Columbia Market Executive
Teresa Douglass, J.D., LLM, CPA
Senior Vice President & Senior Fiduciary Officer
Kim Schwend, CISP
Vice President & Relationship Manager