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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        Jason Spitz
        Director
        
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        Chris Johnson
        Vice President
        
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        Shawn DeWeese
        Associate
        
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        Elizabeth Thompson
        Associate
        
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        Andrew Blank
        Analyst
        
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        Mary Katherine Hardy
        Analyst
        
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        Chris Lagerstrom
        Analyst
        
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