Meet our Advisory Team

Our unified in-house team across financial planning, investment management, tax, estate, insurance and more—all coordinated by an advisor focused on serving you, not finding new clients.

Northeast
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Chuck Breuch, CFP®

Sr. Wealth Advisor

W. Thomas McNary

W. Thomas McNary, CFP®, CSRIC

Sr. Wealth Advisor, Director

Eric Sirjord - Regional Vice President

Eric Sirjord

Regional Vice President

Jacques Jagr

Regional Sales Associate

Barbara Barreca headshot

Barbara Barreca

Client Service Specialist

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