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 & Director of Insurance Platform Alliances  

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

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

Claire Hurley, Vice President & Client Service Manager

Connor McGarvey, Vice President & Senior Client Analyst