Laura Thompson
Director, Regional Client Development
Will Mannon
Head of Sales
Austin Minor
Regional Vice President
Belinda Richardson
RVP, Community
Christopher Sporer
Regional Vice President
David Ricci, CFP®
Regional Vice President
Duncan Wilk, CFP®
Regional Vice President
G. Merrick Estes, Jr.
Sr. Vice President
Glen Minton, CFP®
Sr. Vice President
Jeff Blum
Regional Vice President
Kristen Comeau
Regional Vice President
Lucas Schwaller, CTFA®, CES®
Sr. Vice President
Raul Palma
Regional Vice President, Community
Adam Deskins, CFP®, ChFC®
Regional Vice President
Adam Lee, CFP®
Sr. Vice President
Andrew Beck, MBA
Sr. Vice President
Andrew Thompson
Regional Vice President
Anthony Flores
Regional Vice President
Anthony Koehler, CFP®, MBA
Regional Vice President
Bob Kinnie
Regional Vice President

