Our Team
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Andrea Hulcy
Chief Financial Officer
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Tracie Klein
Chief Administrative Officer
Chief Compliance Officer Read Bio -
John Scheibe
Chief Technology Officer
Chief Operating Officer Read Bio -
Christine Finn
Managing Director, Private Trust
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Amy Armstrong
Managing Director, Tax
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Jennifer Wagoner Kirksey
Managing Director, Wealth Operations
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Susan Jenevein
Director, Philanthropy & Family Engagement
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Christopher Stout
Director, Client Bookkeeping
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Integrated Team
We are one team, with a focus on the well-being of clients and one another. Innovation and collaboration are key elements to our brand and our approach. We built our business to serve, as evidenced by one of the highest advisor-to-client ratios in the industry.
Trusted Advisors
Our multi-family office design is intended to give clients a better view of their entire financial picture. We partner with them to meet their needs in every financial situation, across all facets of wealth management, no matter how simple or complex.
Experience
We serve our clients by understanding their needs. Our firm is staffed to provide a highly personal service that fosters strong, long-term relationships. We go the extra mile to ensure clients have an exceptional experience working with us.