Our Team

SENIOR ADVISORS - SPECIALTY TEAMS

Christine Finn Managing Director, Private Trust Read Bio
Amy Armstrong Managing Director, Tax Read Bio
Jennifer Wagoner Kirksey Managing Director, Wealth Operations Read Bio
Susan Jenevein Managing Director, Philanthropy & Family Engagement Read Bio
Christopher Stout Director, Client Bookkeeping Read Bio

FIRM ADMINISTRATION

Andrea Hulcy Chief Financial Officer Read Bio
John Scheibe Chief Technology Officer
Chief Operating Officer Read Bio
Tracie Klein Chief Administrative Officer
Chief Compliance Officer Read Bio

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.