Professional Team

Read More Jon P. Newton
Jon P. Newton
Stockholder & Immediate Past President
Read More Barbara M. Bengtson, Accounting Manager
Barbara M. Bengtson
Accounting Manager
Read More Thomas V. Daily
Thomas V. Daily
Stockholder & Management Committee
Read More Kelly A. de Haas, CTFA, Trust Administrator
Kelly A. de Haas, CTFA
Trust Administrator
Read More Sandra Dickerson
Sandra Dickerson
Administrative Manager
Read More Louis J. Donofrio
Louis J. Donofrio
Stockholder & Management Committee
Read More Rosa Fazzino
Rosa Fazzino
Director of Administration
Read More John R. Ivimey
John R. Ivimey
Stockholder & Management Committee
Read More Thomas R. Kasper
Thomas R. Kasper
Stockholder & President
Read More Douglas K. Knight
Douglas K. Knight
Stockholder & Management Committee
Read More Douglas R. Michalek
Douglas R. Michalek
Records Manager
Read More Carrie L. Samperi
Carrie L. Samperi
Marketing Manager
Read More David L. Sullivan, CTFA
David L. Sullivan, CTFA
Director of Trust & Wealth Management