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Specialty: Individual Wealth Management

Payton Thielmann

FINANCIAL ADVISOR

Ethan Workman, MBA

FINANCIAL ADVISOR

Collin Gimlin, CFP®

FINANCIAL ADVISOR

Donald J. Paul

SVP CLIENT EXPERIENCE

Andrew Merchant, MBA

MANAGING DIRECTOR

Keith Lea

SVP INVESTMENTS

Stephen Cicali, CMFC®, CRPC®

SENIOR VIDE PRESIDENT/MANAGING DIRECTOR

Christian Chalabi, CPFA®

FINANCIAL ADVISOR

Rich Murray

CAROLINA OPERATIONS|MANAGING DIRECTOR

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