Our Team

We are a committed team of investment advisors and trust professionals. Our varied backgrounds and experiences position us to shepherd wealth over the long term. We have proficiency when it comes to understanding what our clients ask for, and pride ourselves on delivering a best –in-class experience. Providing personal service to our clients and their beneficiaries is our focus.

Jeffrey Asher

Jeffrey Asher

Ryan Barnett

Ryan Barnett

Gregory Baum

Gregory Baum

Kristi Carter

Kristi Carter

Shannon Carter

Shannon Carter

Stephanie Corder

Stephanie Corder

Cathy Friday

Cathy Friday

Andy Hood

Andy Hood

Jordan Horn

Jordan Horn

Kim Horne

Kim Horne

Peter Junkin

Peter Junkin

Megan Kershaw

Megan Kershaw

Terri McCoy

Terri McCoy

Kevin Morrissey

Kevin Morrissey

Matt Murphy

Matt Murphy

Steve Replogle

Steve Replogle

Debbie Sinard

Debbie Sinard

Karen Smith-Grant

Karen Smith-Grant

David Thompson

David Thompson

Misty Vestal

Misty Vestal

Wendy Wilkerson

Wendy Wilkerson

Mark Williams

Mark Williams

Jordan Young

Jordan Young