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.
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.
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.
William Reasner, CFA®, CFP®
Bill Reasner is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 1997.
Joseph Rogers, CTFA®
Joe Rogers oversees the management and administration of trusts and estates. He joined the company in 2019.
David Stork, CFP®, CTFA®, RICP®
David Stork leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2022.
Aimee Buffington
Aimee Buffington supports the management and administration of trusts and estates for clients. She joined the company in 2024.
Chris Ginder, CFA®, CFP®
Chris Ginder collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2023.
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.
Lori Evans
Lori Evans supports the management and administration of trusts and estates for clients. She joined the company in 2011.