Our Team We are wealth management experts taking care of people and their legacies. Gregory Baum Senior Portfolio Manager & Consultant Shannon Carter Chief Compliance Officer, Sr. Investment Analyst & Consultant Taelor Connell Trust Officer Cathy Friday Chief Financial Officer Andy Hood Senior Portfolio Manager & Consultant Kimberley Horne Executive Assistant Garrett Johnson Investment Associate & Consultant Peter Junkin Consultant Roha Khan Trust Officer Terri McCoy Investment Analyst Christina Moore Trust Officer Steve Replogle Director of Trust Services & Consultant Debbie Sinard Director of Trust Operations Wendy Wilkerson Controller Mark Williams President, CEO & CIO
