Meet the Team

Katherine Clark

Client Services Manager

Bob Furlong, CFP, RICP

Wealth Advisor

Clay W. Hershey

Partner

Alexis Maurides

Operations Manager

Benton Montgomery

Partner

Lisa Sellers

Branch Assistant

Tracy Thrash

Client Relationship Manager

Lee Tiller

Wealth Advisor

Cam Werntz

Partner

Rob Williams, CFP

Partner

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