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CAPTRUST
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Frank Bub
Senior Director, Wealth Management
Karen Denise
Senior Director, Head, Wealth Client Service
Cfp® Nick Decenso
Director Wealth Planning And Solutions
Cfp® Anne A. Flink Aif®
Senior Team Lead | Wealth Planning At Captrust
Cfp® Philip D'Unger Cpwa®
Director | Wealth Planning
Cfp® Brandy B. Hydrick
Principal Financial Planning
Cfp® Michelle Mahoney
Vice President Wealth Manager
Shale Latter
Vice President | Financial Advisor
Jared Anderson
Senior Vice President | Financial Advisor
Michael Amberger
Senior Vice President - Financial Advisor
John S. Martin
Senior Vice President, Financial Advisor
David Akright
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SEB
Goldman Sachs
SEI
United Bank
Calamos Investments
Envestnet
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