Seane Baylor, CTFA
Seane Baylor provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 2024.
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.
Maria Quinn
Maria Quinn provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 2023.
Tennie James
Tennie James provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. He joined the company in 2021.
Steven Klammer, JD
Steven Klammer provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. He joined the company in 2002.
Barbara Pettit
Barbara Pettit provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 2004.
Sheila Gibson
Sheila Gibson provides comprehensive wealth advisory services to clients, specializing in Special Needs Trusts and Guardianships. She joined the company in 2021.
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.
Mary Rose Hill, CFP®, CTFA®
Mary Hill Rose provides comprehensive wealth advisory services to clients, specializing in wealth management and the administration of complex trusts and estates. She joined the company in 2016.