Business Owner Solutions Team

We make expertise accessible and approachable by blending full-service business owner solutions capabilities with dedicated, local wealth management advice.

Contact our team today to discover how we can help you plan for the future of your business.

        
            S. Andrew McKay
            Managing Director
            Head of Business Owner Solutions
    
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            John A. Mascarich
            Managing Director
    
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            Leo T. Whitt
            Managing Director
    
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            Jackson Barefoot
            Director
    
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            Chris Johnson
            Director
    
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            Jason Spitz
            Director
    
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            Shawn DeWeese
            Associate
    
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            Mary Katherine Hardy
            Associate
    
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            Andrew Blank
            Analyst
    
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            Chris Lagerstrom
            Analyst
    
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