Mark Olson, CIMA®, AIF®
President & CEO
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Joshua Adams, MBA
Vice President – FMLF, CIO
Tim Burkhart, CGPP
Chief Legacy Officer
Joe Crupper, CPA, CGMA
Chief Trust Officer & Investment Manager
Chris DeBacker, CLU®, ChFC®, CGPP
Vice President – Estate Planning
Beth Hall, CPA, CGMA
Chief Financial Officer
Kirk Hoffman, CFP®, ChFC®, CLU®, MPAS™
Vice President – Financial Planning
Dan Kurtz
Senior Vice President, COO
Mac Macaluso
Vice President – Business Development
Richard Morton
Manager - Strategic Initiatives
Arnie Brann
Regional Vice President
Erasmo Capellan
Regional Representative
Carol Duberowski
Dave Moffitt
Chiyo Palen
Scott Blakemore, CKA®
GuideStream Financial Adviser
Jen DeBiasi, MBA
Ridge Foco
Caitlin Koppelman, AAMS™, FSCP®
Donna Bentle
Client Care Specialist - FMLF
Madyson Fernandes
Client Care Associate
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Laurie Frisbie
Tax and Accounting Administrator
Michelle Gleason
Accounting Assistant
Rafael Gonzalez, AFC®
Technical Support Specialist
Danette Harper
Legal Assistant | Manager of Marketing and Communications
Jeanne Holton
Estate Process Administrator
Debb Lyon
Client Care Specialist - GSF
Tim Lyons
Estate Planning Assistant
Sheila Nunthoolall, MAOM®
Manager – Trust Administration
Lori Pelham
Operations Manager - GSF
Nathan Salsbury
Estate Process Assistant
Patty Shaffer
Mel Smith
Administrative Assistant and Governance Specialist
Tami Weaver, CPA
Accountant
Dawn Weidman
Amy Wise
Gift and Data Administrator
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