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.
Glenn Jordan, CFA®
SVP/Senior Investment Partner
Steven R. Shilling
EVP/Chief Wealth Management Officer
Andrew Franson, CFIRS
VP/IM & Trust Operations and Compliance Leader Manager
Eric A. Johnson, CTFA®, CFP®
SVP/CNB Wealth & Trust Services Leader
Michelle Rogan, CTFA®
VP/Senior Fiduciary Officer
Joe P. Colosimo
AVP/Wealth Partner
Kelli A. King
Client Relationship Manager
Sheila M. Smolko
Wealth & Asset Sales Assistant
Charles Smith
SVP/Senior Investment Partner
Travis J. Burch
VP/Investment Officer
Denny Fortin
VP/Retirement Plan Strategies Leader
Chad Tucker
Client Relationship Manager
Linda J. Utegg
Administrative Assistant
Call to schedule a personal appointment (614) 470-4049.
Call to schedule a personal appointment (540) 655-3030.
Call to schedule a personal appointment (888) 982-4020.