Associates

• David R. Kibbe, JD

  President & CEO

• Nikki E. Anderson

  Operations Specialist

• Mark L. Andrews, JD, CTFA™

  Vice President, Wealth Advisor

• Clayton T. Bill, CFA®

  Vice President, Director of Investment Advisory Services, Management Team Member

• Jessica K. Burbrink, CFP®, CTFA™

  Vice President, Investment Advisor

• Jay M. Burke

  Administrative Associate

• Julie Christeon

  Administrative Associate

• Tracy L. Clark, CTFA™

  Vice President, Wealth Advisor

• Susan L. Cybulski, CTFA™, CRC®, Certified Senior Advisor®

  Vice President, Wealth Advisor

• Rebecca Easton

  Administrative Associate

• Ian J. Forte, JD

  Vice President, Wealth Advisor

• Barbara Jean Fox, CSOP™, CTOP™

  Vice President, Director of Operations

• Jay S. Gosselin, QKA

  Investment Advisor, Retirement Specialist

• Naomi C. Hall, QKA

  Vice President, Director of Retirement Plan Services

• Andrew P. Heck, JD, CTFA™, CFIRS™

  Vice President, Director of Trust Advisory Services and Trust Counsel, Management Team Member

• Martin D. Hillery, JD

  Vice President, Wealth Advisor

• Amy D. Jordan, CTFA™, AWMA®

  Client Service Specialist, Wealth Advisor

• Deborah L. Klosowski, CTFA™

  Wealth Advisor

• Mary Klute

  Administrative Associate

• Victoria Lamprakes, CPA

  Senior Fiduciary Tax Manager

• Cheron L. Merten, CTFA™, CFIRS™

  Vice President, Director of Compliance, Management Team Member

• Kathy Misukanis

  Operations Specialist

• Stephen J. Nilles, CFP®, AFIM™

  Vice President, Director of Client Services, Investment Advisor, Management Team Member

• Tina M. Patton, CSOP™, CISM®

  Vice President, Director of Nonprofit & Foundation Engagement

• Janelle Phelps

  Staff Accountant

• Jon-Michael Plennert, CFP®

  Vice President, Investment Advisor

• Patricia L. Powers

  Operations Specialist

• Victoria Racine-Kruk, MBA

  Vice President, Controller, Director of Tax & Finance, Management Team Member

• Bruno R. Riboni, MBA

  Vice President, Investment Advisor

• Sherri L. Robbins, CSOP™

  Investment & Operations Specialist

• Haley Rulli

  Wealth Administrator

• Rob Santoni

  Vice President, Investment Advisor

• Beverly J. Story

  Operations Specialist

• Carol Szuba

  Operations Specialist

• Dawn Teeters

  Office Manager & Receptionist

• Michelle A. Thurin

  Wealth Advisor, Estate Specialist

• Gloria Tucker, CTFA™

  IT Support Specialist & Project Coordinator

• Judith A. Weicht, CTFA™

  Vice President, Wealth Advisor

• James P. Welsh, CTFA™

  Vice President, Wealth Advisor

• Jennifer Williams, CTFA™

  Administrative Associate & Office Manager

• Tammera Wine

  Client & Community Relations Coordinator

• Sara Wolfe, CRPP®

  Retirement Plan Administrator