Shea Swenson
Shea Swenson

VP of Marketing

Holly Adams
Holly Adams

Client Services/Relations

Patti Simpson
Patti Simpson

Asset Management Processing

Caroline Augspurger
Caroline Augspurger

Marketing/Client Services

Susan Moore
Susan Moore

Asset Management Processing

Melissa Hall
Melissa Hall

New Client Processing

Alexandra Buckman
Alexandra Buckman

Director of Marketing

Alyssa Alsobrook
Alyssa Alsobrook

Wealth Advisor

Jeff Rains
Jeff Rains

Wealth Advisor

Gary Preisser
Gary Preisser, RFC

Wealth Advisor