Our Team

Team Members In

Leadership

Chris Thom

CFP®, ChFC®, CLU®, CWS®

Executive Vice President, Chief Growth Officer

Kevin Tichnell

Executive Vice President, Chief Acquisitions Officer

Tom Walsh

Vice President, Head of Financial Planning & Analytics

Heather Walters

Vice President, Client Service & Process Innovation Lead

Heather Welsh

CFP®, AEP®

Senior Vice President, Wealth Planning Department Leader

John Wiler

Senior Vice President, Head of Integration Management Office

Nick Zamparelli

CFA®, MBA

Senior Vice President, Chief Investment Officer