Lisa Piergallini, CFP®, CTFA
Lisa Piergallini provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 1999.
Michelle McVey, AIF®
Michelle McVey is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. She joined the company in 2015.
Elyssa Henry
Elyssa Henry oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2016.
Kelly Groscost, CTFA
Kelly Groscost is responsible for supervising the administration of trusts to ensure they are executed according to the terms outlined in the trust agreement. She joined the company in 2007.
Lori Evans
Lori Evans supports the management and administration of trusts and estates for clients. She joined the company in 2011.
Jesse Ashcroft, CTFA
Jesse Ashcroft provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. He joined the company in 2006.
Kelly Barse, JD
Kelly Barse assists with fiduciary matters together with regulatory and compliance issues. She joined the company in 2022.
Matthew Holt, JD
Matt Holt focuses on fiduciary matters together with regulatory and compliance issues. He joined the company in 2015.
Angela Wagner, JD, CEPA®
Angela Wagner leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. She joined the company in 2024.
Sheila Gibson
Sheila Gibson provides comprehensive wealth advisory services to clients, specializing in Special Needs Trusts and Guardianships. She joined the company in 2021.