
Laura Combs, CFP®, MBA
Executive Managing Director

Jeannie Seabaugh
Sr. Wealth Advisor

Nick McDowell, CFP®
Wealth Advisor

Lucas Schwaller, CTFA®, CES®
Sr. Vice President

Kaz Woodward, CFP®, CPWA®
Regional Vice President

Amanda Reed
Sr. Manager, Client Service

Gregory Dunn
Client Service Specialist

Susan Feiste
National Sr. Client Service Specialist

Douglas Gilbert
Sr. Vice President