Jordan Ellis, CPFA®
Vice President & Retirement Services Business Development Officer
Todd Hughes, J.D.
Executive Vice President & Chief Administration Officer
Renee Gross, CSRIC®
Senior Vice President & Senior Portfolio Manager
Peter Harris, CFP®
Vice President & Portfolio Manager
Patty Johns, CTFA
Senior Vice President & Senior Relationship Manager
Matthew Suarez, AIF®, CPFA®
Vice President & Portfolio Manager
Martha Atkisson, CTFA
Vice President & Relationship Manager
Justin Setser, CTFA, CFP®, MBA
Senior Vice President & Senior Portfolio Manager
Jim Lumpe
Vice President & Senior Portfolio Manager
Andrea McKinney, MBA, CFP®
Senior Vice President & Wealth Management Advisor