Office Head:

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

Wealth Management Team:
 

Primary local contact:

Bradley Fincher, Managing Director

Teresa Seidenberg, Associate Vice President

Thomas O. Matia III, Business Development Coordinator

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

Kathleen A. Birmingham, Senior Vice President & Relationship Manager

Halsey O. Schreier, Senior Vice President & Senior Wealth Strategist

Danielle D. Wallace, Senior Associate & Senior Client Service Manager