Jeff Christmann
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, NMLS #732568
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.
Herbert Matter, NMLS #732626
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, NMLS #1774955
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.
Steven Kochie, NMLS #721499
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.
Judith Aaron, NMLS #516032
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.
Scott Sumner, CPA
Scott works with clients to efficiently manage their tax compliance. He is instrumental in tax planning for clients and researches and collaborates with clients, wealth advisors, and portfolio managers on complex tax issues. He joined the company in 2004.
Cindy (Lucinda) Peterson, CPA®, CFP®
Cindy Peterson works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2002.
BJ Whittaker
BJ Whitaker 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 2001.
Brittany Knight, FPQP®
Brittany Knight provides operational support including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2015.