Natallia Belman
Client Relations Manager
Katherine Clark
Client Services Manager
Bob Furlong, CFP, RICP
Wealth Advisor
Clay W. Hershey, CPFA
Partner
Benton Montgomery
Partner
Lisa Sellers
Branch Assistant
Cam Werntz, CPFA
Partner
Sarah Weglein
Client Services Associate
Rob Williams, CFP
Partner
Josh Haggard, CFP
Wealth Advisor, CFP
Matt Foederer, CPFA
Senior Wealth Manager Assistant, CFPA