OFFICE HEAD:

W. Brent Currier, Managing Director 

WEALTH MANAGEMENT TEAM:

Bruce L. Klein, CFA, Managing Director & Senior Relationship Manager

Elizabeth Nichols, Managing Director & Senior Wealth Strategist

John W. Winslow, CFA, Managing Director  of Insurance Platform Alliances  

David J. Moody, Senior Vice President

Michael D. Zeier, Senior Vice Presdent & Senior Relationship Manager

Claire Hurley, Senior Associate & Client Service Manager

Daniel Elorduy-Sendra, Analyst

Connor McGarvey, Associate