Client Portal

Midatlantic Region

Team Members Serving the Midatlantic Region

Kaitlyn Kidman

Client Relationship Manager

Jody Kimball

Client Relationship Manager

Amanda Manzano

Client Relationship Manager

Melissa Patton

Senior Client Relationship Manager

Paul Peterson

Senior Wealth Advisor

Jonathan Saculles

Investment Analyst

Dani Westwood

Client Relationship Manager

Blake Williamson

Wealth Management Analyst

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