Estate Planning

Andrew Welzel

Director/Senior Wealth Advisor
[email protected]

Christine Wentzler

Senior Wealth Advisor
[email protected]

Jeff Couch

Director/Senior Wealth Advisor
[email protected]

Jon Bresnen

Senior Wealth Advisor
[email protected]

Patrick Kimbrough

Managing Director/Senior Wealth Advisor
[email protected]

Identifying estate planning opportunities or improvements

Adam Kotz

Director/Senior Wealth Advisor
[email protected]

Jennifer Murawski

Wealth Consultant
[email protected]

Lisa Brinig

Senior Wealth Advisor
[email protected]

Nick Raffetto

Senior Wealth Advisor
[email protected]

Robert Neigert

Senior Wealth Advisor
[email protected]