Our Advisors

Sam Thornal II

Sam Thornal II

Private Wealth Advisor

Andrew G Douthit

Andrew G Douthit

Financial Advisor

Herbert J Poledna III

Herbert J Poledna III

Financial Advisor

Stephanie Kinnunen

Financial Advisor

Our Staff

Beth Coffman

Beth Coffman

Client Concierge
Client Service Manager
Becky Pullum

Becky Pullum

Financial Planning Specialist
Operations Specialist
Shanna Miller

Shanna Miller

Client Concierge
Client Service Specialist

Charles Lorenz

Business Development Specialist