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
Julia M. Cresta, SHRM-CP
Julia M. Cresta, SHRM-CPOperations Specialist
Learn More About Julia
Serina R. Green, MS
Serina R. Green, MSPartner, President & Chief Operating Officer
Learn More About Serina
Amber Huffman
Amber HuffmanAdministrative Assistant
Learn More About amber


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