It is a challenge to accumulate and preserve wealth. As a professional investment management team, through careful planning and research, we will give you expert guidance to help you grow your assets and ensure they are transferred to the people and organizations you care about.

We offer a strong combination of local market knowledge and access to extensive research and analysis from top national financial institutions and experts. Our portfolio managers make sure our investment analysis fits your individual situation. We are not locked into proprietary products or alliances with product providers so your portfolio will receive sensible, personalized attention. We manage your portfolio to pursue your individual objectives, using the group of assets we feel best meet your needs.

Guiding financial futures - Meet our knowledgeable professionals:

Jason Grindle Preferred
Jason Grindle
EXECUTIVE VICE PRESIDENT, WEALTH MANAGEMENT DIVISION

FIDUCIARY SERVICES

Tracybrashears 2023
Tracy Brashears, JD, CTFA
SENIOR VICE PRESIDENT, FIDUCIARY & TRUST SERVICES
Calla Parochetti Preferred
Calla Parochetti, JD
VICE PRESIDENT, SENIOR FIDUCIARY TRUST OFFICER
Marie Tarbox Preferred 1
Marie Tarbox, JD
VICE PRESIDENT, SENIOR FIDUCIARY OFFICER
Mary Cullison Preferred
Mary Cullison
FIDUCIARY ADMINISTRATIVE ASSISTANT
Shari Locklin Preferred
Shari Locklin
TRUST ADMINISTRATIVE ASSISTANT

WEALTH MANAGEMENT AND PLANNING SERVICES

Brenda Heisch Preferred
Brenda Heisch, CTFA, CSA
VICE PRESIDENT, SENIOR WEALTH MANAGEMENT OFFICER
Erie Johnson
Erie Johnson, JD, CFP®
VICE PRESIDENT, SENIOR WEALTH MANAGEMENT OFFICER
Paul Schmitt Preferred
Paul Schmitt, CPA
1ST VICE PRESIDENT, SENIOR WEALTH MANAGEMENT OFFICER
Beth Kauzlarich Preferred
Beth Kauzlarich, CTFA
ASSISTANT VICE PRESIDENT, WEALTH MANAGEMENT OFFICER
Courtney Warren Preferred
Courtney Conrad
ASSOCIATE WEALTH MANAGEMENT OFFICER
Lisa Weese Preferred
Lisa Weese
SENIOR TRUST ADMINISTRATIVE ASSITANT
Christine Murdock Preferred
Christine Murdock
EXECUTIVE ADMINISTRATIVE ASSISTANT
Kelly Malone Preferred
Kelly Malone
TRUST ADMINISTRATIVE ASSISTANT
Jessica Allen Preferred
Jessica Allen
TRUST ADMINISTRATIVE ASSISTANT
April Burken Preferred
April Burken
TRUST ADMINISTRATIVE ASSISTANT

TAX AND SPECIAL SERVICES

Rick Jennings Preferred
Rick Jennings, CPA
SENIOR VICE PRESIDENT, TAX & SPECIAL SERVICES

INVESTMENT AND PORTFOLIO MANAGEMENT

Rand Westlund Preferred
M. Randolph Westlund, CFA
EXECUTIVE VICE PRESIDENT, CHIEF INVESTMENT OFFICER
Dan Zude Preferred
Dan Zude, CFP
VICE PRESIDENT, SENIOR INVESTMENT OFFICER
Trisha Townsend Preferred
Trisha Townsend
1st VICE PRESIDENT, SENIOR INVESTMENT MANAGER
Bob Tupper Preferred
Robert Tupper, CFA
VICE PRESIDENT, SENIOR INVESTMENT OFFICER
Adam Tharp Headshot
Adam Tharp
ASSISTANT VICE PRESIDENT / INVESTMENT MANAGER
Jackson Stoos Preferred
Jackson Stoos
INVESTMENT ANALYST

OPERATIONS

Vallie Masias Preferred
Vallie Masias
1ST VICE PRESIDENT, TRUST OPERATIONS
Deanna Smith Preferred
DeAnna Smith
ASSISTANT VICE PRESIDENT TRUST OPERATIONS OFFICER
Taryn Feller Preferred
Taryn Feller
SENIOR TRUST OPERATIONS SPECIALIST
Patti Easley Preferred
Patti Easley
SENIOR TRUST OPERATIONS SPECIALIST
Amy Mundwiler Preferred
Amy Mundwiler
SENIOR TRUST OPERATIONS SPECIALIST
Shayla Mcdanel Preferred
Shayla McDanel
SAFEKEEPING SPECIALIST