About Us

Location
Our Commitment to You
Working with Us

Meet Our Team

Bruce W. Knott, CIMA

Senior Financial Advisor
Managing Director - Investments


Keith J. DaSilva, CFP

Private Wealth Financial Advisor
Managing Director - Investments


Carl S. Thomason, CFP

Private Wealth Financial Advisor
Managing Director - Investments


Matthew L. Tapley, CPM

Financial Advisor
Senior Vice President - Investment Officer


Patrick Voldness, CFP

Financial Advisor
Vice President - Investment Officer


Cami N. Adcock

Assistant Vice President - Investments
Senior Registered Client Associate


Karen B. Johnson

Client Service Associate


Michael Gillmer, CFA

Financial Consultant


Ashley Paonessa

Senior Registered Client Associate