Office head:

Jonathan K. Kadish, CFP^®, ChFC^®, Managing Director & Senior Relationship Manager

Wealth management team:
 

Primary local contact:

Bradley Fincher, Managing Director & Senior Relationship Manager

Zack Neward, CFA, CFP®, Senior Vice President & Business Development Officer

Steve Corbicz, Vice President & Relationship Manager

Teresa Seidenberg, Vice President & Senior Client Service Manager

Tom Matia, Associate & Financial Planner

These professionals also serve clients from this location:

Brent Fykes, CFA, CFP^®, Managing Director & Head of Growth Strategy

Brenna Hooker, Managing Director & Private Banker

Randy M. Joseph, Managing Director & Relationship Manager

Keith R. Malooley, CFP®, CFA, Managing Director & Relationship Manager

Michael E. Mortell, CFP^®, Managing Director & Senior Relationship Manager

Halsey O. Schreier, Managing Director & Senior Wealth Strategist 

Kathleen A. Birmingham, Senior Vice President & Relationship Manager

Danielle D. Wallace, Vice President & Senior Client Service Manager