Wealth management is about more than just making a plan – you also have to execute it. Whether we’re servicing accounts, placing trades, researching investments, planning events or just making sure everything goes smoothly for our clients, our Operations Team works every day to make it all run as efficient as possible…and with a smile! Click below to meet the people who make it all happen.

Back To Our Teams
Brianna N. Mitchell, FPQP®
Brianna N. Mitchell, FPQP®Client Services and Onboarding Specialist
Learn More About Brianna
Christopher Morton
Christopher MortonClient Services Specialist II
Learn More About christopher
Mitchell Smith
Mitchell SmithClient Services Specialist ll
Learn More About mitchell
Anthony Snyder
Anthony SnyderClient Services and Onboarding Specialist
Learn More About Anthony


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