WORKING TOGETHER
SETS US APART.
WORKING TOGETHER, SETS USAPART.
Dedicated, experienced.
Our advisors create relationships to develop a holistic strategy tailored to meet your financial goals. While some advisors focus on investment products, we’re more focused on you and your situation. We will develop a plan to help you work toward your goals and adapt your plan as circumstances change. Many of our advisors are CERTIFIED FINANCIAL PLANNERS® (CFP) who continue to expand their knowledge through extensive education in:
MEET OUR TEAM.
David Paul
SVP/Private Client Solutions Team Leader
Glenn Jordan, CFA®
SVP/Senior Investment Partner
Robin Lewandowski
VP/Wealth Partner
Donna Sudyn
VP/Wealth Partner
Gail Testa-Romano
VP/Wealth Partner
Kim Hug-Mariano
Client Relationship Manager
Steven R. Shilling
EVP/Chief Wealth Management Officer
Andrew Franson, CFIRS
VP/Operations & Compliance Manager
Eric A. Johnson, CTFA®, CFP®
VP/Wealth Partner & Team Leader
Michelle Rogan, CTFA®
VP/Senior Fiduciary Officer
Emily M. Ting
Client Relationship Manager
Kelli A. King
Client Relationship Manager
Krista Hallowell
Client Relationship Manager
Sheila M. Smolko
Wealth & Asset Sales Assistant
Charles Smith
SVP/Senior Investment Partner
Toni Frisina Paup
SVP/Wealth Partner Team Lead
Travis J. Burch
VP/Investment Officer
Jessica A. Figoli
VP/Wealth Partner
Jeffrey Matchett
VP/Wealth Partner
Mark R. Weibel
VP/Wealth Partner
Justin M. DeBias
Client Relationship Manager
Bridget Merriman
Fiduciary Officer
Chad Tucker
Client Relationship Manager
Mirela Jojic
Wealth & Asset Sales Assistant
Tammy Kilgore
Wealth & Asset Management Client Relationship Manager
Linda J. Utegg
Administrative Assistant
Matthew P. Hume, CIMA®, CRPC®
VP/Wealth Partner
Veronica Hildreth
Client Relationship Manager
Mary Carmean
Client Relationship Manager
Call to schedule a personal appointment 540-685-1993.
Call to schedule a personal appointment (888) 982-4020.
Securities and Wealth Management Advisory Services offered through OSAIC Wealth Inc., Member FINRA/SIPC. Wealth Management and Trust services are offered through 1865 Wealth Advisors, a division of CNB Bank. OSAIC Wealth Inc. is separately owned and other entities and/or marketing names, products or services mentioned here are independent of OSAIC Wealth Inc.
OSAIC Wealth Inc. Form CRS