Danielle Hart January 25, 2025 Wealth Management Chris Bixby, CFP® Danielle Hart January 25, 2025 Wealth Management Chris Bixby, CFP®Senior Vice PresidentPortfolio and Wealth Management
Emilie Ma January 25, 2025 Wealth Management Reilly Blood, CFP® Emilie Ma January 25, 2025 Wealth Management Reilly Blood, CFP®Associate Wealth Planner
Emilie Ma January 25, 2025 Administrative Team Nicole Bock Emilie Ma January 25, 2025 Administrative Team Nicole BockClient Relationship Associate
Leah Olson January 25, 2025 Investment Team Joe Brooks Leah Olson January 25, 2025 Investment Team Joe BrooksVice PresidentTax-Exempt Trading and Portfolio Management
Emilie Ma January 25, 2025 Administrative Team Missy Brooks Emilie Ma January 25, 2025 Administrative Team Missy BrooksClient Relationship Associate
Emilie Ma January 25, 2025 Administrative Team Beth Brown Emilie Ma January 25, 2025 Administrative Team Beth BrownSenior Client Relationship Associate
Emilie Ma January 25, 2025 Administrative Team Abby Buckmier Emilie Ma January 25, 2025 Administrative Team Abby BuckmierLead Client Relationship Associate
