Meet Our Team
Our people are the backbone of our commitment to exceptional service. From our wealth and tax advisors to our operations crew, we’re here to make your financial journey straightforward and stress-free.
Wealth Management
Blair Christ
Director of Client Services
Sheila Hansen
Trading & Cashiering
Dylan Roach
Financial Services Associate
Kelli Ross
Client Support
Christine Rouse
New Business
Lisa white
Client Support
Tax
Raymond Appiagyei
Tax Accountant
Lindsay Bruch
Administrative Assistant
David Defrain
Tax Preparation Coordinator
Sarah Mackay
Accountant
Chrissy SpeEr
Senior Tax Accountant
Rosemarie Drosenos
Accountant
Ben Witters
Sr. Director of Accounting
