Guided by a multi-generational team of financial professionals.
Tanner Roe, CFP®, ChFC®
Wealth Advisor
Spencer Gauta
Wealth Advisor
Jared K. Smith, MBA
Wealth Advisor
Riley Smith, MBA
Wealth Advisor
Karen Szczepkowski
Operations Manager
Virginia “Gini” Phillips
Senior Branch Administrator
Isabel Perez
Senior Client Service Associate
Teresa A. Meadows
Senior Client Service Associate
Lou Ann Stevens
Senior Client Service Associate
Bryce Nealon
Client Service Associate
Amber Porter, FPQP®
Client Service Associate
Nicholas Spinelli
Client Service Associate
Shaneika White
Client Service Associate
Jenna Zollar
Senior Client Service Associate
Kendra Verborn
Executive Assistant to the CEO
Debbi Maksymetz
Client Experience Coordinator
Nicole Mirabile, FPQP®
Client Service Associate
Scott Metzger
Managing Director - Wealth Advisor, PIM Portfolio Manager
