Office head:

W. Brent Currier, Managing Director 

Wealth management team:

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

Christina Gumm, Senior Vice President & Senior Relationship Manager

David J. Moody, Senior Vice President & Business Development Officer

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

Claire Hurley, Vice President & Client Service Manager

Connor McGarvey, Vice President & Senior Client Analyst

Kealee Spencer, Senior Associate & Senior Client Service Associate

Gregory Goates, Client Analyst

These professionals also serve clients from this location:

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

Elizabeth Nichols, Managing Director & Senior Wealth Strategist

Allen H. Smith, Managing Director & Senior Relationship Manager

M. Ryan Smith, CPWA, Senior Vice President & Senior Relationship Manager