Knackendoffel Team Mark Knackendoffel, J.D. CEO & Founder Donna Rose Executive Assistant and Account Administrator Seay Team Katie Seay, CFP®, CTFA, CRC® President, Director of Wealth Management Amanda Riniker Director of Administration Schotte & Culwell Team Preston Schotte, MBA, CTFA Vice President, Trust Officer & Wealth Advisor Heather Culwell, MS, CFP® Assistant Vice President, Trust Officer & Branch Manager Drew Buhrman Wealth Advisor Anne Bridgewater Account Administrator Audrey Vering Account Administrator Bachamp & Dixon Team Cole Bachamp Vice President, Trust Officer & Wealth Advisor Emily Dixon, CFP® Vice President, Trust Officer & Wealth Advisor Ashten Jackson Financial Planner Connie Kipp Account Administrator Tori Berard Account Administrator Terrill & Blakeslee Team Kale Terrill Vice President, Trust Officer & Wealth Advisor Mackenzie Blakeslee, MS, CFP® Assistant Vice President, Director of Financial Planning Tanna Thompson Account Administrator Meghan Helin Account Administrator Retirement Plan Services Todd Chyba, MBA, CPFA Vice President, Trust & Compliance Officer - Retirement Plan Specialist Jason Yoxall, CPFA Assistant Vice President, Retirement Plan Specialist, Trust Officer & Wealth Advisor Ashley Martinek Account Administrator Estate Settlement Jenny Brittan Estate Settlement Officer Alana Hernandez Estate Settlement Administrator Financial Planning Mackenzie Blakeslee, MS, CFP® Assistant Vice President, Director of Financial Planning Tennille Lester, CFP® Vice President, Trust Officer and Wealth Advisor Garrett Jackson, CFP®, AFFP Assistant Vice President, Trust Officer & Wealth Advisor Ashten Jackson Financial Planner Katelyn Levesque Financial Planner Investment Management Toby Marks Senior Vice President, Chief Investment Officer & Portfolio Manager Grant Kohlmeier Investment Officer & Portfolio Analyst Operations Michelle Duggan Vice President & Trust Operations Manager Lauren Goralczyk, CTOP® Operations Officer Ashley Price Operations Administrator Business Systems Chris Hunter Business Systems Officer Corporate Administration Anne Lewis-Smith Executive Vice President, Chief Operating & Financial Officer Alison Champlin, SHRM-CP Corporate Administrator Business Development & Marketing Ellen Knackendoffel Business Development & Marketing Officer Marlea Harlan Marketing Specialist Reception Arika Ryan Receptionist Alicia Unruh Receptionist
