MEET THE TEAM

We are a group of caring, compassionate people who possess the talent to help you and your family identify and accomplish your financial goals.

Meet us here, then meet us in person.

Featured

Chief Executive Officer

Chairman of the Board

Kristi Quick

Chief Administrative Officer

Family Partner & Life Strategist

Chief Family Strategy Officer

Susan Tronti

Chief Partner & Aging Advocate

Chief Investment Officer

Debbie Burchette

Ambassador of Kindness

Jill Lineberger

Family Partner & Trust Officer

Family Partner & Portfolio Manager

Carol Pochon

Family Experience Team Partner

James Tronti

Chief Operations Officer

Carmen Warner

Family Experience Team Partner

Jessica Bui

Family Experience Team Partner