Zach Butler
Client Service Specialist
Zachary Desjardins
Client Service Specialist
Zhanar Jerew
Client Service Specialist
Bryan Powers, CFP®
Executive Managing Partner
Laura Thompson
Director, Regional Client Development
Will Mannon
Executive Managing Partner
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.
Managing Partner
Glen Minton, CFP®
Sr. Vice President
Jeff Blum
Regional Vice President
Kristen Comeau
Regional Vice President
Lucas Schwaller, CTFA®, CES®
Managing Director, Community Client Development
Raul Palma
Regional Vice President, Community
Adam Deskins, CFP®, ChFC®
Regional Vice President
Adam Lee, CFP®
Sr. Vice President
Alex Krenek
Regional Vice President

