Kristen Comeau
Regional Vice President
Brian Oberle
Regional Vice President
Josh Frazier
Financial Planner
Keith Wayne, CFP®, CSLP®, CRPC®, APMA®
Manager, Sr. Financial Planner
Amy Ganz
Director, Investment Governance & Strategic Engagement
Jaydn David, J.D., LL.M.
Estate Planning Strategist

