Andi Craig
Vice President & Wealth Management Advisor
Katie Neuner, MBA, CFP®
Vice President & Financial Planning Officer
Jennifer McMorris, CPA
Vice President & Senior Relationship Manager
Robert Simmons, J.D.
Vice President & Relationship Manager
Bruce Ring Jr., MBA, CFA, CTP®
Senior Vice President & Senior Portfolio Manager
Zechariah Shown, CFA®, CIMA®, RMA®
Vice President & Portfolio Manager
Heather Conway, J.D.
Vice President & Relationship Manager
Darrell Mantle, MBA, CTFA
Vice President & Relationship Manager
Robert J. Swift, Jr., J.D.
Senior Vice President & Relationship Manager
Kerrie J. Lane, MBA
Senior Portfolio Modeler
Greg Phillips, MBA
Senior Vice President & Senior Portfolio Manager
Bill Max
Vice President & Senior Portfolio Manager