Laura Combs, CFP®, MBA
Executive Managing Director
Colin Day, CFP®, EA, MBA
Wealth Advisor
Jeannie Seabaugh
Sr. Wealth Advisor
Nick McDowell, CFP®
Wealth Advisor
Ryan Bly, CPFA® CEPA
Wealth Advisor, Retirement Plans
Kaz Woodward, CFP®, CPWA®
Regional Vice President
Amanda Reed
Sr. Manager, Client Service
Susan Feiste
National Sr. Client Service Specialist
Douglas Gilbert
Sr. Vice President

