
Ben Kautz, CFP®
Executive Managing Director

Chip Workman, CFP®
Sr. Wealth Advisor, Sr. Director

Jeannette Jones, CFP®
Sr. Wealth Advisor, Director

Jeff Smith
Wealth Advisor

Michael Raidt, CFP®
Wealth Advisor

Kristen Comeau
Regional Vice President

Paul Barlow
Regional Vice President

Leigh Edwards
Client Service Specialist

Marlie Montgomery
Client Service Specialist

Suzanne Randolph
Manager, Client Service