1
2
3
4
5
6
7
8
9
10
11
12
13
Kristin McLauchlan
Chief Executive Officer
Rodney McLauchlan
Chairman of the Board
Kristi Quick
Chief Administrative Officer
Holly Tyrrell CFP®
Family Partner & Life Strategist
Natalie Johns, CTFA
Chief Family Strategy Officer
Susan Tronti
Chief Partner & Aging Advocate
Chord McLaughlin CFA®
Chief Investment Officer
Debbie Burchette
Ambassador of Kindness
Jill Lineberger
Family Partner & Trust Officer
Dalton Boatright CFA®
Family Partner & Portfolio Manager
Carol Pochon
Family Experience Team Partner
James Tronti
Chief Operations Officer
Jessica Bui
Family Experience Team Partner