Richard Osikowicz, CFP®, AIF
Sr. Wealth Advisor
Rick Rubin, CFP®, CFA®, MBA
Sr. Wealth Advisor
Ross Anderson
Wealth Advisor
Todd Norris, CFP®
Sr. Wealth Advisor
Trey Ingram, CFP®, CAIA
Wealth Advisor
Kristen Comeau
Regional Vice President
Brian Oberle
Regional Vice President
Josh Frazier
Financial Planner
Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Sr. Financial Planner
Amy Ganz
Director, Investment Governance & Strategic Engagement
Jaydn David
Estate Planning Strategist
Aleksandra Simic
Sr. Client Service Specialist
Ally Keasler
Sr. Client Service Specialist
Angela Schnepp
Client Service Specialist
Grace Farley
Sr. Director, Client Service
Jody Wyatt
Sr. Client Service Specialist
Jordan Shivery
Client Service Specialist
Kimberly England
Sr. Client Service Specialist
Kristina Gillis-Phelps
Client Service Specialist
LaShawn Jenkins
Sr. Client Service Specialist

