Our Team

Team Members In

Wealth Planning

Michael Daniels

CFP®, AWMA, CEPA

Associate Director, Wealth Planner

Will Gandert

CFP®, RICP

Senior Director, Wealth Strategist

Tina Malek

CPA

Vice President, Wealth Strategist

Brandon McBride

Associate, Wealth Analyst

Mike Spangler

CFP®

Director, Wealth Planner

Daniela Truver

CFP®, CTFA

Wealth Strategist

Heather Welsh

CFP®, AEP®

Senior Vice President, Wealth Planning Department Leader