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A Financial Team with Everything You Need to Build Assets, Preserve Wealth, and Leave a Lasting Legacy. Built by advisors, for advisors - so you can serve your clients better. All content on this page is provided for informational purposes only and should not be used as the sole basis for investm... Read more
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P. Scott Leonard
Chief Executive Officer
P. Scott Leonard
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David May
Executive Vice President
Joshua Mauk
President
Annette McKeown
EVP Of Technology & Marketing
Aaron Fisher
Vice President Of Wealth Management
Billy Zerillo
Vice President
Chris Albright
Vice President
Eric Albright
Vice President
Samantha Thompson
VP Wealth Management
