Jeffrey Lohmeier - CTFA

• Senior Vice President
• Wealth & Fiduciary Manager

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Patti Daly - CTFA

• Senior Vice President
• Wealth & Fiduciary Advisor

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Julia Ott

• First Vice President
• Wealth & Fiduciary Advisor

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Ed Egger

• First Vice President
• Wealth & Fiduciary Advisor

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Nathan Lucas - JD, CTFA

• First Vice President
• Wealth & Fiduciary Advisor

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Lee Laird - CTFA

• First Vice President
• Wealth & Fiduciary Advisor

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Maeve Beard

• First Vice President
• Wealth and Fiduciary Advisor

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Jessica Horne

• Wealth & Fiduciary Officer

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Maycee Hooper

• Wealth & Fiduciary Officer

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Matt LaRochelle

• Assistant Vice President
• Wealth & Fiduciary Advisor

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