Aimee Buffington
Aimee Buffington supports the management and administration of trusts and estates for clients. She joined the company in 2024.
Chris Ginder, CFA® and CAIA®
Chris Ginder is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2023.
Joseph Rogers, CTFA
Joe Rogers oversees the management and administration of trusts and estates. He joined the company in 2019.
David Stork, JD
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.
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.
Lori Evans
Lori Evans supports the management and administration of trusts and estates for clients. She joined the company in 2011.
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.
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.