Mark Olson, CIMA®, AIF®
President & CEO
Read more
Joshua Adams, MBA
Vice President – FMLF, CIO
Tim Burkhart, CGPP
Chief Legacy Officer
Joe Crupper, CPA, CGMA
Chief Trust Officer & Investment Manager
Chris DeBacker
Vice President – Estate Planning
Beth Hall, CPA
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
Rafael Gonzalez
Bilingual Representative
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
Erin Couch
Client Care Specialist – Estate Planning
Laurie Frisbie
Tax and Accounting Administrator
Danette Harper
Legal Assistant | Manager of Marketing and Communications
Jeanne Holton
Estate Process Administrator
Debb Lyon
Client Care Specialist - GSF
Sheila Nunthoolall, MAOM®
Manager – Trust Administration
Lori Pelham
Operations Manager - GSF
Nathan Salsbury
Estate Process Assistant
Patty Shaffer
Tami Weaver, CPA
Accountant
Dawn Weidman
Michelle Gleason
Accounting Assistant
Amy Wise
Gift and Data Administrator
Read More
Mel Smith
Administrative Assistant and Governance Specialist
.png)
.png)
