Abby Barnett Steininger
Associate Wealth Advisor
Bjorn von Sehrwald
Senior Portfolio Manager
Carolyn Galfione
Head of Advisory, Senior Wealth Advisor
Cheryl Smith
Senior Client Service Associate
Clay Jarrell
Principal, Wealth Advisor
Corbin Grillo
Director of Investment Strategy
Daniel Thornton
Chief Operations Officer
Dee Simper
Senior Client Service Associate
Elizabeth Pappas
Director, Wealth Advisor
Heidi Davis
Managing Director, Senior Wealth Advisor
Irving Reyna
Associate Wealth Advisor
Jessica Banitt
Managing Director, Senior Wealth Advisor
Julia Benson
Senior Client Service Associate
Lauren Rich
Regional Director, Senior Wealth Advisor
Lyda Iturralde
Chief Compliance Officer
Marissa Amar
Associate Wealth Advisor
MaryJane LeCroy
Regional Director, Senior Wealth Advisor
Matt Britton
Director, Wealth Advisor
Michelle O’Leary
Senior Client Service Associate
Michelle Ramirez
Senior Client Service Associate
Monica Schreiber
Senior Client Service Associate
Neal Wadley
Managing Director, Senior Wealth Advisor
Nick Bare
Director, Wealth Advisor
Nick Ibanez
Managing Director, Senior Wealth Advisor
Phillip Hamman
President & CEO
Ryan Patterson
Chief Investment Officer
Sheryl Parker
Senior Client Service Associate
Tamara Wagner
Senior Client Service Associate
Walter Christopherson
Chairman
William “Bill” Kring (RETIRED)
Senior Wealth Advisor