Our advisors are highly credentialed, subject matter experts providing important and relevant information to clients.
Multigenerational Wealth: Collaboration and Coordination
Andy Hastings, JD, LL.M.
Vice President & Senior Trust Officer
Charitable Giving: Considerations Prior to Sale of a Business
David MacCulloch, JD
Vice President, Senior Relationship Manager & Fiduciary Team Lead
Supporting Our Clients
A Message from the Director of WM&AS
Managing Director & Senior Vice President
Preserving Wealth After Losing A Spouse
Vice President, Relationship Manager & Trust Officer
Are you living in the friendliest state for estate taxes?
Greg Owens, CFP®
Vice President & Senior Financial Planner
A Team Approach
Vice President & Senior Wealth Strategist
Vice President & Senior Relationship Manager