Jonathan K.

Kadish, CFP®, ChFC®

Managing Director and

Office Head

Brent

Fykes, CFA, CFP®

Managing Director

Head of Growth Strategy

Bruce D.

Katz, CFP®

Managing Director

Director of Strategic Alliances

Robert P.

McNeill, CIC

Executive Vice President

Business Development Officer

Bradley

Fincher

Managing Director

Michael E

Mortell, CFP^®

Managing Director

Senior Relationship Manager

J. Scot

Tyson

Managing Director

Senior Relationship Manager

Halsey O.

Schreier

Senior Vice President

Senior Wealth Strategist

Karolina

Bednarska

Vice President

Business Development Officer

Kathleen A.

Birmingham

Vice President

Relationship Manager

Nicole

Stelzer

Vice President

Associate Relationship Manager

Danielle D.

Wallace

Senior Associate

Senior Client Service Manager