Our Wealth Management Team

Jerry Braakman
Jerry Braakman President, Chief Investment Officer
Beth Vasquez, J.D., LL.M
Beth Vasquez, J.D., LL.M Senior Vice President, Chief Fiduciary Officer, Legal Counsel
John Metzger, CFP<sup>®</sup>, AEP<sup>®</sup>
John Metzger, CFP®, AEP® Senior Vice President, National Director of Wealth Management
Stephen C. Minana, J.D., LL.M
Stephen C. Minana, J.D., LL.M Senior Vice President, Legal Counsel
David Yoo
David Yoo Senior Vice President, Director of Tax and Financial Planning
Kenneth E. Petersen, Jr., J.D.
Kenneth E. Petersen, Jr., J.D. Senior Vice President, Wealth Management Advisor
Bernard J. Bartenstein, CFP<sup>®</sup>
Bernard J. Bartenstein, CFP® Vice President, Wealth Management Advisor
Deana Carter, CLU<sup>®</sup>, ChFC<sup>®</sup>, CDFA<sup>®</sup>
Deana Carter, CLU®, ChFC®, CDFA® Vice President, Wealth Management Advisor
Ryan Clive-Smith, CFP<sup>®</sup>
Ryan Clive-Smith, CFP® Vice President, Wealth Management Advisor
Tor Hall
Tor Hall Vice President, Wealth Management Advisor
Jacob “Jake” Hutchinson, AIF<sup>®</sup>
Jacob “Jake” Hutchinson, AIF® Vice President, Wealth Management Advisor
Scott K. Laudeman, CFA
Scott K. Laudeman, CFA Vice President, Wealth Management Advisor, Portfolio Manager
Denise Martin, AEP<sup>®</sup>, CTFA
Denise Martin, AEP®, CTFA Vice President, Wealth Management Advisor
Jay Robinson-Duff III, CFA
Jay Robinson-Duff III, CFA Vice President, Wealth Management Advisor
Michael Viselli, CFP<sup>®</sup>, CWS<sup>®</sup>
Michael Viselli, CFP®, CWS® Vice President, Wealth Management Advisor
Denise C. Mehus, CRSP, CISP
Denise C. Mehus, CRSP, CISP Senior Vice President, Manager of Retirement Plan Services
Jamie Kim, J.D., LL.M
Jamie Kim, J.D., LL.M Senior Vice President, Legal Counsel, Senior Relationship Manager
Scott N. Sacchi, J.D., LL.M, CTFA
Scott N. Sacchi, J.D., LL.M, CTFA Senior Vice President, Senior Relationship Manager
Jody Hudson, CTFA
Jody Hudson, CTFA Vice President, Senior Relationship Manager
Erin Ben-Judah, CTFA
Erin Ben-Judah, CTFA Vice President, Relationship Manager
Nicholas W. Henry, WMCP<sup>®</sup>, BFA<sup>™</sup>
Nicholas W. Henry, WMCP®, BFA™ Vice President, Relationship Manager
Colin Slote, CTFA
Colin Slote, CTFA Vice President, Relationship Manager
Angela Taylor
Angela Taylor Vice President, Relationship Manager
Krista Yonkers
Krista Yonkers Vice President, Relationship Manager
Anthony Pennise, CFP<sup>®</sup>
Anthony Pennise, CFP® Senior Wealth Strategist
Scott Dudgeon, CFA
Scott Dudgeon, CFA Director, Equity Research
Jason Nerio
Jason Nerio Senior Vice President, Director of Investment Research and Strategy
Daniel Ast, CFA
Daniel Ast, CFA Senior Vice President, Senior Portfolio Manager
Kevin M. Wilcox, CFA
Kevin M. Wilcox, CFA Senior Vice President, Senior Portfolio Manager
William G. Lugaro, CFP<sup>®</sup>
William G. Lugaro, CFP® Senior Vice President, Senior Portfolio Manager
Steven M. Ruth, CFA
Steven M. Ruth, CFA Vice President, Senior Portfolio Manager
Michael L. Serrano
Michael L. Serrano Vice President, Portfolio Manager
Robert
Robert "Chip" Graham Vice President, Director of Real Estate Services
Robert Krick
Robert Krick Vice President, Real Estate Officer
Cathy Panis, CPM<sup>®</sup>
Cathy Panis, CPM® Vice President, Real Estate Officer