Tonya Laughing Client Services Associate “If somebody truly cares about you, they will care about their impact behavior has on you” – Mel Robbins As a Client Services Associate, I recognize that every interaction I have is an opportunity to make a...
Caitlyn Urgiles Trading Specialist “Somehow I can’t believe there are any heights that can’t be scaled by a man who knows the secret of making dreams come true. This special secret, it seems to me, can be summarized in four C’s. They are...
Brad Eaton Senior Vice President, Investment Services “What you get by achieving your goals is not as important as what you become by achieving your goals” – Henry David Thoreau As Senior Vice President of Investment Services, I am committed to providing our...
Jessica Blake Senior Wealth Manager “Set a goal so big that you can’t achieve it until you grow into a person who can.” Zig Ziglar As a Senior Wealth Manager and Certified Trust & Fiduciary Advisor (CTFA), I am committed to creating a supportive environment to...
Jamie Shelton Senior Wealth Manager “To laugh often and much; to win the respect of intelligent people and the affection of children; to earn the appreciation of honest critics and endure the betrayal of false friends; to appreciate beauty, to find the best in others;...
