Knackendoffel Team Mark Knackendoffel, J.D. President and CEO Donna Rose Executive Assistant and Account Administrator Schotte/Carver/Culwell Team Preston Schotte, MBA, CTFA Vice President, Trust Officer & Wealth Advisor Shelley Carver Trust Officer & Wealth Advisor Heather Culwell, MS Associate Trust Officer & Wealth Advisor and Paraplanner Anne Bridgewater Account Administrator Wiley/Bachamp/Dixon/Hunter Team Doug Wiley, CFP® Vice President, Trust Officer and Wealth Advisor Cole Bachamp Vice President, Trust Officer & Wealth Advisor Emily Dixon, CFP® Assistant Vice President, Trust Officer & Wealth Advisor Chris Hunter Business Analyst Stacy Smith Account Administrator Connie Kipp Account Administrator Seay/Terrill/Modesitt Team Katie Seay, CFP®, CTFA Senior Vice President, Chief Fiduciary Officer Kale Terrill Trust Officer & Wealth Advisor Lee Modesitt Associate Trust Officer & Wealth Advisor Amanda Riniker Account Administrator Tanna Thompson Account Administrator Estate Settlement Jenny Brittan Estate Settlement Officer Financial Planning Katie Seay, CFP®, CTFA Senior Vice President, Chief Fiduciary Officer Mackenzie Blakeslee, MS, CFP® Assistant Vice President, Director of Financial Planning Garrett Jackson, CFP® Financial Planner and Associate Trust Officer & Wealth Advisor Samantha Varacalli, MS, CFP® Financial Planner Heather Culwell, MS Associate Trust Officer & Wealth Advisor and Paraplanner Investment Management Toby Marks Vice President, Chief Investments Officer Eli Sallman, MBA, CFP®, CIMA® Vice President & Investment Officer - Portfolio Manager Grant Kohlmeier Associate Trading Analyst Retirement Plans Todd Chyba, MBA Vice President, Trust & Compliance Officer - Retirement Plan Specialist Jason Yoxall Trust Officer & Wealth Advisor Margie Michal Account Administrator Operations Michelle Duggan Vice President & Trust Operations Manager Tammy Wainwright Operations Administrator Lauren Goralczyk Operations Administrator Jacqueline (Jaky) Krell Operations Administrator Corporate Administration Anne Lewis-Smith Executive Vice President, Chief Operating & Financial Officer Alison Champlin Corporate Administrator Business Development & Marketing Tracy Robinson Senior Vice President, Chief Strategy & Client Development Officer Ellen Knackendoffel Business Development Officer Reception Alana Hernandez Receptionist Arika Ryan Receptionist
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