Mandy Urban

Associate Wealth Advisor
Mandy serves as an Associate Wealth Advisor, providing a client-first experience for our current and future clients. Mandy is a recent graduate from...

Amanda Gray

Amanda serves as our Client Administration Manager, overseeing all of the operational and administrative activities that support our clients. Prior to...

Strategic Partners

  • For our clients with more complex financial needs, our highly-credentialed and experienced LPL Private Client group will assist in serving their needs.

    Patrick J. Herrington, CFP®, CEP® serves as the Vice President, High-Net-Worth Services of Private Client Consulting. Patrick works with our staff in developing optimized investment portfolios that are customized to our clients’ unique needs.

  • For our clients with advanced estate and trust needs, The Private Trust Company assists our clients in carrying out their wealth management and legacy planning goals at every stage of your life. Providing a full suite of corporate trustee services, Private Trust Company carries out fiduciary responsibilities in an impartial manner with a focus on accomplishing the objectives of our clients’ trusts as stated in their trust agreement. Private Trust also provides custom trust solutions for Charitable Trusts, Foundations, and Endowments.

    Ben Foreman