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
        
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        John A. Mascarich
        Managing Director
        
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        Leo T. Whitt
        Managing Director
        
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        Chris Johnson
        Vice President
        
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        Jackson Barefoot
        Vice President
        
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        Jason Spitz
        Vice President
        
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        Elizabeth Egan
        Associate
        
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        Evan Ferreby, CFA
        Analyst
        
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        Mary Katherine Hardy
        Analyst
        
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