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Our Team

Minimizing Your Financial Concerns
Maximizing Your Financial Security

Wealth Management Team

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Corporate Retirement Plans Team

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Administration Team

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Jim Beatty

Jim Beatty

Principal Investment Strategist & Partner

Jeffrey Hensler

Jeffrey J. Hensler

Sr. Investment Strategist & Partner

Griffin Smith

Griffin Smith

Private Client Group Financial Advisor & Partner

M. Tye Morgan

M. Tye Morgan

Sr. Investment Strategist & Private Client Group Financial Advisor

Matthew  Krows

Matthew D. Krows, CFP®

Private Client Group Financial Advisor

Brady McIntyre

Brady McIntyre

Private Client Group Financial Advisor

Judy  Cashman

Judy Cashman

Director of Retirement Plan Services

Dave Owen

Dave Owen

Retirement Plan Consultant

Irene Clark

Irene Clark

Sr. Account Services Manager

Steven  Brace

Steven Brace

Retirement Plan Consultant

Robert Raphael

Robert Raphael

Retirement Plan Consultant

Carol Decker

Carol Decker

Director of Client Services

Janis Anderson

Janis Anderson

Client Services Representative

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