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Our Wealth Management Team

Wealth management is about more than money. It is about mapping out the life you want now and for your future, and then using the right tools to get there. Our Wealth Advisors will help you create an easy-to-follow plan that optimizes your assets and protects you and your family’s interests. Our experts are dedicated to serving your wealth management needs and we look forward to meeting you to discuss your goals.

Photo of Keith Sanders
Senior Vice President, Chief Wealth Officer

Keith Sanders

Photo of Annette Chapman
Vice President, Senior Wealth Advisor

Annette Chapman

Photo of Eric Delaney
Vice President, Senior Wealth Advisor

Eric Delaney

Photo of Sean McCreery
Assistant Vice President, Wealth Investment Officer

Sean McCreery

Photo of Preston Sharps
Senior Investment Services Executive

Preston Sharps

Photo of Christine Sisler
Vice President, Senior Wealth Advisor - Team Leader

Christine Sisler

Photo of Shane Small
Vice President, Senior Wealth Advisor

Shane Small

Photo of Dave Upole
Vice President, Senior Wealth Advisor

Dave Upole

Tony Abruzzino
Vice President, Senior Wealth Advisor - Team Leader

Tony Abruzzino

Kolby Abruzzino
Wealth Advisor Associate

Kolby Abruzzino

Beth Fuller
Wealth Advisor

Beth Fuller

Kelly Effland
Wealth Advisor

Kelly Effland

John Hetrick
Wealth Advisor

John Hetrick

Julia Hershman
Wealth Advisor Associate

Julia Hershman

Brandi Helman
Wealth Advisor Associate

Brandi Helman

Photo of Keith Sanders

Senior Vice President, Chief Wealth Officer

Keith Sanders

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Photo of Annette Chapman

Vice President, Senior Wealth Advisor

Annette Chapman

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Photo of Eric Delaney

Vice President, Senior Wealth Advisor

Eric Delaney

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Photo of Sean McCreery

Assistant Vice President, Wealth Investment Officer

Sean McCreery

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Photo of Preston Sharps

Senior Investment Services Executive

Preston Sharps

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Photo of Christine Sisler

Vice President, Senior Wealth Advisor - Team Leader

Christine Sisler

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Photo of Shane Small

Vice President, Senior Wealth Advisor

Shane Small

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Photo of Dave Upole

Vice President, Senior Wealth Advisor

Dave Upole

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Tony Abruzzino

Vice President, Senior Wealth Advisor - Team Leader

Tony Abruzzino

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Kolby Abruzzino

Wealth Advisor Associate

Kolby Abruzzino

Beth Fuller

Wealth Advisor

Beth Fuller

Kelly Effland

Wealth Advisor

Kelly Effland

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John Hetrick

Wealth Advisor

John Hetrick

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Julia Hershman

Wealth Advisor Associate

Julia Hershman

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Brandi Helman

Wealth Advisor Associate

Brandi Helman

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Two things are increasing: the cost of healthcare and the average life expectancy. Does your retirement plan take this into account? We can help you create a long-term plan for a happy retirement.