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.

  • Megan Shroff
    Megan Shroff

    Planning Applications Associate

  • Daniel Singer
    Daniel Singer

    Associate Vice President, Senior Accountant

  • Diane Singler
    Diane Singler

    Associate Vice President, Senior Client Operations Specialist

  • Dani Smith
    Dani Smith

    Technology Engineer

  • Sudha Smith
    Sudha Smith

    Sr. Total Rewards Specialist

  • Savannah Sneed
    Savannah Sneed

    Talent Acquisition Specialist

  • Molly Stephenson

    Associate Vice President, Succession Planning Consultant

  • Katelyn Stevens
    Katelyn Stevens

    Senior Vice President, Chief Compliance Officer, Brokerage

  • Lorena Stobbs
    Lorena Stobbs

    Branch Development Specialist

  • Michele Tanner
    Michele Tanner

    Associate Vice President, Branch Supervision Specialist

  • Jeff Tanner

    Credit Operations Specialist

  • Gwen Taylor
    Gwen Taylor

    Executive Vice President – Chief Legal Officer