Bennet Thonakkara, CPA, CFA®
Sr. Wealth Advisor, Sr. Director
Eric Anderson, CFP®
Sr. Wealth Advisor
Nadia Dubowyj, CFP®, CFA, MST, MBA
Wealth Advisor
Roain Saunders, CFP®
Wealth Advisor
Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®
Sr. Wealth Advisor
Timothy Schmidt
Regional Vice President