Necasio Ekelund
Relationship Manager
Sana Alsalman
Sr. Client Service Specialist
Tamieka Bonner
Relationship Manager
Virginia Rutland
Client Service Specialist
Wesley Tagoe
Relationship Manager
Yasmin McLocklin
Sr. Client Service Specialist
William Tyrone Smith
Managing Director, Community Client Development
Leah Manderson
Regional Vice President
Adam Lee, CFP®
Sr. Vice President
Jenna Taylor
Client Development Associate
Kimberly Maxwell
Associate Vice President
Lacy Hartzler
Sr. Client Development Associate
Bryan Strike, MS, MTx, CFA, CFP®, CPA, PFS, CIPM, RICP®, CPWA®, CAS
Sr. Director, Financial Planning
Cameron Holt
Financial Planner
Camryn Norman
Sr. Financial Planner
Patrick Moody
Financial Planner
Rebecca Upton
Financial Planner
Ryan Jones
Financial Planner
Sherise Johnson
Sr. Retirement Plan Specialist
