Manhattan Office

Knackendoffel Team

Mark Knackendoffel, J.D.

Mark Knackendoffel, J.D.

President and CEO
Donna Rose

Donna Rose

Executive Assistant and Account Administrator

Schotte/Carver/Mahmood Team

Preston Schotte

Preston Schotte

Vice President, Trust Officer & Wealth Advisor
Shelley Carver

Shelley Carver

Trust Officer & Wealth Advisor
Summon Mahmood, JD

Summon Mahmood, J.D.

Associate Trust Officer & Wealth Advisor
Nellie Bucholtz

Nellie Bucholtz

Account Administrator
Angel Hernandez Rios

Angel Hernandez Rios

Account Administrator

Wiley/Bachamp/Dixon/Hunter Team

Doug Wiley

Doug Wiley, CFP®

Vice President and Trust Officer
Cole Bachamp

Cole Bachamp

Assistant Vice President, Trust Officer & Wealth Advisor
Emily Dixon

Emily Dixon

Trust Officer & Wealth Advisor
Chris Hunter

Chris Hunter

Associate Trust Officer & Wealth Advisor
Stacy Smith

Stacy Smith

Account Administrator
Connie Kipp

Connie Kipp

Account Administrator

Seay/Terrill Team

Katie Seay, CFP®, CTFA

Katie Seay, CFP®, CTFA

Vice President & Trust Officer - Director of Financial Planning
Kale Terrill

Kale Terrill

Associate Trust Officer & Wealth Advisor
Amanda Riniker

Amanda Riniker

Account Administrator

Financial Planning

Katie Seay, CFP®, CTFA

Katie Seay, CFP®, CTFA

Vice President & Trust Officer - Director of Financial Planning
Mackenzie Blakeslee, MS, CFP®

Mackenzie Blakeslee, MS, CFP®

Associate Trust Officer & Wealth Advisor - Associate Director of Financial Planning
Tennille Lester

Tennille Lester, CFP®

Associate Trust Officer & Financial Planner
Garrett Jackson

Garrett Jackson

Financial Planner
Samantha Varacalli

Samantha Varacalli

Paraplanner
Heather Culwell

Heather Culwell

Paraplanner

Investment Management

Toby Marks

Toby Marks

Vice President, Chief Systems Officer & Portfolio Manager
Eli Sallman

Eli Sallman, MBA, CFP®, CIMA®

Vice President & Investment Officer - Portfolio Manager
Grant Kohlmeier

Grant Kohlmeier

Associate Trading Analyst

Retirement Plans

Todd Chyba

Todd Chyba, MBA

Vice President, Trust & Compliance Officer - Retirement Plan Specialist
Jason Yoxall

Jason Yoxall

Trust Officer & Wealth Advisor
Brady Nordhus-Britton

Brady Nordhus-Britton

Account Administrator

Operations

Michelle Duggan

Michelle Duggan

Trust Operations Officer
Tammy Wainwright

Tammy Wainwright

Operations Administrator
Lauren Goralczyk

Lauren Goralczyk

Operations Administrator

Corporate Administration

Anne Lewis-Smith

Anne Lewis-Smith

Senior Vice President & Chief Operating Officer
Alison Champlin

Alison Champlin

Corporate Administrator

Business Development & Marketing

Tracy Robinson

Tracy Robinson

Vice President and Director of Client Development
Ellen Knackendoffel

Ellen Knackendoffel

Business Development Officer
Laura Hovind

Laura Hovind

Director of Marketing

Reception

Alana Hernandez

Alana Hernandez

Receptionist
Arika Ryan

Arika Ryan

Receptionist