Client Portal

Midatlantic Region

Team Members Serving the Midatlantic Region

Jacob Anderson

Regional Director, Mid Atlantic

Lisa Bundy

Client Relationship Manager

Sydnie Cottle

Senior Client Relationship Manager

Ryan Croy

Wealth Advisor

Kristin Davis

Client Relationship Manager

Aubriana Delapinia

Client Relationship Manager

Aubrey Dye

Client Relationship Manager

Jeff Harris

Head of M&A and Partnerships

*Client Advisors and Team Support Members will vary based upon individual needs.