Wealth Advisors
Ashlee Walton, CFP
Senior Financial Planner
Beth Handwerker, CFP, JD, CDFA, CKA
Estate & Financial Planner
Diane Rose, CRPD
Relationship Manager
Neil Craft
Client Relationship Manager
Will Hess
Client Relationship Manager
Asset Management
Brian P. Shepardson, CFA, CIC
Vice President
Portfolio Manager
Trent D. Dysert, CFA
Associate Director of Research
Assistant Vice President
Portfolio Manager
Moustapha Mounah, CFA, ERP
Portfolio Manager
Operations
Ryan Post
Trading and Technology Director
Annette Quinter
Branding and Advertising Director
Heather Schneider
Executive Assistant
David McGowan
Trader
