James Johnstone
Sr. Estate Planning Strategist
Jasna Veledar
Director, Estate Planning
Jaydn David
Estate Planning Strategist
Jenna Elliott, JD, LL.M.
VP, Estate Planning
Julia McCoy
Sr. Estate Planning Service
Kaya Law
Manager, Estate Planning Service
Kelly Haffner
Estate Planning Strategist
Linda Adams
Estate Planning Service Specialist
Marcela Carreon
Estate Planning Service Specialist
Melinda Schlinsog
Estate Planning Strategist
Nita Taylor
Estate Planning Service Specialist
Rebecca Rushton
Sr. Estate Planning Strategist
Bryan J. Pirosko
Insurance Advisor
David Froscheiser, JD, ChFC®, CLU
Insurance Advisor
Martin Kramar
Insurance Advisor
Steve Scothorn
Director of Insurance Solutions
Michael Sohmer
Senior Director, Trust Services
Chloe Balon
Chief of Staff and Sr. Director, Firm Partnership
Christine Cataldo, CFP®, CRPS®
Chief Technology and Digital Officer
Daniel Gourvitch
President

