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  • Jon Jones AVP Branch Manager

    As Assistant Vice President Branch Manager, Jon is dedicated to delivering exceptional service to his clients. With a strong focus on problem-solving, he approaches every client interaction with the goal of not only addressing immediate concerns but also identifying opportunities to enhance their financial well-being. Jon believes in building long-term relationships based on trust and transparency and he leads his team with a commitment to excellence and client satisfaction.

  • 2026 Investment Outlook: Process Over Predictions

    When thinking about how investors should approach 2026, Jason Herried emphasizes that investors should focus on "Process Over Predictions." This week's Wealth Insights explores our recommended approach anchored in rebalancing, diversification and patience as we navigate elevated valuations and economic uncertainty.

  • Women and Retirement: What You Need to Know

    Understand the importance of retirement planning for women and what to expect as you prepare for the future.

  • Jeffrey Budzisz, CTFA, AWMA® SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, Jeff believes the best financial recommendations and solutions come from devoting the time up front to get a detailed view of each client’s unique situation. He focuses on designing and implementing investment strategies to help high net worth individuals and families, as well as corporations, meet their goals. His consultative planning approach includes helping people manage their investments and income at every stage of their lives.

  • John Keller, CWS®, CTFA SVP Wealth Advisor

    As Senior Vice President, Wealth Advisor, John works with a team of knowledgeable portfolio managers, private bankers and other skilled professionals to provide custom wealth solutions, incorporating personalized financial and estate planning concepts to individuals and their families. In addition, John works with nonprofit organizations to identify the organizations' investment objectives and develop an investment policy statement that addresses both current spending needs and long-term objectives.

  • 6 Financial Resolutions for the New Year

    A new year is a time for a fresh start. Maybe you plan to make more trips to the gym, eat healthier, develop in your career, or learn a new hobby. Or maybe 2023 is the year you plan to buckle down on your personal finances. Whatever your financial goals for the new year, the first step is simply getting started. Gail Enke, SVP, Private Banking Regional Manager, shares a few common financial resolutions and how to create and sustain healthy habits throughout the year.

  • What is “House Hacking?” The Strategy the Next Gen is Using for Their First Home

    Wondering what house hacking is? This beginner-friendly guide explains how to turn your home into an income-generating asset and live for less.

  • Kyle Tripp, CFA®, CFP® SVP Wealth Portfolio Manager

    As Senior Vice President, Wealth Portfolio Manager, Kyle is dedicated to understanding your financial goals and helping you reach them. He specializes in crafting plans and investment portfolios with a focus on limiting your exposure to risk. Kyle is also adept at explaining and adjusting that strategy based on the current financial environment.

  • Julie Grosso, CTFA AVP Wealth Fiduciary Administrator

    As Assistant Vice President, Wealth Fiduciary Administrator, Julie provides trusted support to individuals and families navigating trust and estate administration. She partners closely with clients, advisors and professional service providers to ensure fiduciary responsibilities are handled with accuracy, transparency and care. With a strong attention to detail and a thoughtful, client focused approach, Julie helps simplify complex administrative and tax related matters while keeping clients informed every step of the way. Her goal is to deliver dependable service and peace of mind throughout the fiduciary relationship.

  • Tyler Mosley, CTFA VP Wealth Advisor

    Tyler assists our clients with a variety of services including processing account distributions, creating performance reports and client presentations, as well as assisting clients in resolving their issues. He understands our clients come to us for a service, but they also see us as their partner. They are putting considerable trust in us, which Tyler takes very seriously. He has a very personal style, and loves listening to people to get a feel for what makes them tick. This allows him to build a rapport and ultimately a strong relationship with his clients.
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