Org chart
Christopher D. White
President
Christopher D. White
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Doug Walsh
Vice President
Matt Dolan
VP of Sales
Gary Leger
Senior Partner
David Lucas
Senior Partner & Financial Advisor
Matt Kay
Senior Partner & Financial Advisor
Kirk Dobson
Senior Partner & Financial Advisor
Brian Anderson
Senior Partner & Financial Professional
Oliver Orzal
Senior Partner & Financial Advisor
Terry Adami
Senior Partner & Financial Professional
Scott Pence
Senior Partner & Financial Advisor
David Zook
Senior Partner & Financial Advisor
Matthew Halick
Partner & Financial Advisor
Chris Riel
Partner, Sales Manager
Dennis Culver
Financial Advisor & Paraplanner Team Leader
David Lien
Financial Advisor
Martin Aiello
Financial Professional
Jonathan Allen
Financial Professional
Daniel Posner
Financial Professional
Andrew Hax
Financial Planner
Sheri Graybehl
MD, Recruiting Manager
Shana Jackson
Underwriting & Business Manager, Securities Processor, Assistant
Jennifer Jones
Operations Manager & Executive Assistant
Brendan Halick
Associate Advisor
Paulina Lucas
Administrative Assistant
Jasmyn Vizenor
Assistant to Brad Tarter, Scott Pence & Sheri Graybehl
