Our Wealth Managers

David R. Balk

David Balk
Partner
Senior Vice President, Wealth Manager

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David A. Carbiener

David Carbiener
Partner
Vice President, Wealth Manager

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Douglas P. Eikenberry, CFP®

Douglas Eikenberry, CFP® 
Partner
Senior Vice President, Wealth Manager

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Shawn P. Gergen, CFP®

Shawn Gergen, CFP® 
Partner
Senior Vice President, Wealth Manager

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Mark Hwee, AAMS®

Mark Hwee, AAMS®
Partner
Director, Wealth Manager

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Brian Joelson

Brian Joelson
Partner
Director, Wealth Manager

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Jeffrey D. Kantor, CWS®

Jeffrey Kantor, CWS®
Partner
Managing Director, Wealth Manager

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Collin Lindsey

Collin Lindsey
Partner

Senior Vice President, Wealth Manager

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Douglas E. Lindsey

Douglas Lindsey
Partner

Senior Vice President, Wealth Manager

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Justin Lindsey, APMA®

Justin Lindsey, APMA®
Partner
Senior Vice President, Wealth Manager

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Michael McGarry

Michael McGarry, CRPS®
Partner
Vice President, Wealth Manager

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Bill McShane

William McShane
Partner

Senior Vice President, Wealth Manager

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Keith Morgan, AWMA®

Keith Morgan, APMA®
Partner
Senior Vice President, Wealth Manager

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Donald F. Murray

Donald Murray
Partner

Vice President, Wealth Manager

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Tinh T. Nguyen

Tinh Nguyen
Partner

Senior Vice President, Wealth Manager

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Duane J. Rodewald

Duane Rodewald
Partner

Managing Director, Wealth Manager

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Kevin G. Sahli

Kevin Sahli
Partner

Director, Wealth Manager

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Mark Tompkins

Mark Tompkins, CRPC®
Partner
Vice President, Wealth Manager

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John P. VanScholten

John VanScholten
Partner
Vice President, Wealth Manager

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