Paul C. McClatchy, Jr., MBA, CFP®
Paul McClatchy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Paul McClatchy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2025.
Pamela Opalach provides operational support including onboarding, account maintenance, reporting, and customer service. She joined the company in 2024.
Mark Gerstenschlager is responsible for tactical asset allocation, investment management, and economic commentary for high-net-worth individuals, families, and institutions. He joined the company in 2024.
Anthony Lunger leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2024.
Jeff Christmann serves as the Director of Tax Services where he leads a cross-functional team of tax professionals, including managers, external vendors, and preparers. He joined the company in 2023.
Cheryl Vaughan collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2003.
Herb Matter collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2003.
Dana Hinton collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2023.
Steve Kochie collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. He joined the company in 2017.
Judy Aaron collaborates with clients to develop personalized financial plans and provides customized deposit, credit, and wealth management services. She joined the company in 2017.