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Team
Our Team
Executive Staff & Relationship Managers
Portfolio Management
Financial Planning and Retirement Plan Consulting
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Client Services
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Jessica L. Staton
Director of Client Services
[email protected]
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Eric A. Dzik
Client Service Associate & Securities Trader
[email protected]
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Matt D. Armendaris
Client Service Associate
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Brenda I. Harrell
Senior Client Service Associate
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Maya L. Gentry
Client Service Associate
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Kiernan N. Keller
Client Service Associate
[email protected]
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Jack R. Lawrence
Client Service Associate
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