Patrick Dougherty
Principal

Rebecca Sierp
Director of Operations/Compliance

W. P. Richardson
Director | Insurance Services

Matt Magee
Manager | Wealth Management

Brandon Russ
Manager | Wealth Management

Zach Van Kirk
Senior Associate | Wealth Management

Tyler Ayres
Manager | Wealth Management

Jared Archer
Senior Associate

Gracie Topel
Associate Advisor

Beverly Black
Senior Operations Associate

Tania Bailey
Operations Associate

Andrea Cervera
Operations Associate

Selena Jimenez
Operations Associate

Deanna Hall
Executive Administrative Assistant