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