our team
Managing wealth is a very personal and emotional part of our lives.
That’s why our team – with all our years of experience, all our credentials and our diverse backgrounds – prioritize the personal aspects of building long-lasting, trusting relationships with our clients.
Linda M. Conti
Senior Vice President, Wealth Advisor
Geoffrey M. Tomes, CFP®
Vice President, Wealth Advisor
Jon M. Teusch
Vice President, Wealth Advisor
Bruce W. Gaylord
Vice President, Wealth Advisor
Shawn Woodward
Vice President, Wealth Advisor
Ashley N. Mongan
Registered Client Service Associate
Amanda Clevenger
Registered Client Service Associate
