A wealth of experience.

Aligned to your success.

With more than a century of experience, we bring principled and practical knowledge to the goal of helping advisors and their clients flourish.

  • Ashlee Ogrzewalla
    Ashlee Ogrzewalla

    Vice President, Wealth & Client Strategy Manager

  • Mike Olbrys
    Mike Olbrys

    Senior Application Engineer

  • Danielle Papproth
    Danielle Papproth

    Branch Transition Specialist

  • Daniel Parish
    Daniel Parish

    Vice President, Lead Financial Analyst

  • Murali Parthasarathy
    Murali Parthasarathy

    Associate Vice President – Senior Data Analyst

  • Bob Patrick
    Bob Patrick

    Vice President – Branch Supervision Unit Manager

  • Adam Peiffer
    Adam Peiffer

    Credit Operations Specialist

  • Christie Phelan

    Associate Vice President – Client Workflow Team Lead

  • Debi Pickler
    Debi Pickler

    Associate Vice President, Graphic Designer

  • Brian Politte
    Brian Politte

    Client Workflow Specialist

  • Matthew Potzman
    Matthew Potzman

    Technology Services Specialist

  • Jake Radermacher

    Sr. Financial Advisor Payroll Specialist