OFFICE HEAD:

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

WEALTH MANAGEMENT TEAM:

Local team:

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

Karolina Bednarska, CFP^®, Vice President

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

Rogelio A. Duran, Vice President & Relationship Manager 

These professionals also serve clients from this location:

Kathleen A. Birmingham, Senior Vice President & Relationship Manager  

Bradley Fincher, Managing Director

Bruce D. Katz, CFP^®, Managing Director & Director of Strategic Alliances 

Robert P. McNeill, CIC, Executive Vice President

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

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

J. Scot Tyson, Managing Director & Senior Relationship Manager