Who We Are
Our Team
Kevin L. Bradley, AWMA®
Senior Vice President / Wealth Management, Complex Director
Stephen T. Kirchner, CFP®
First Vice President / Investments, Financial Advisor
W. Robert Poff
First Vice President / Investments, Financial Advisor
Donald Thomas, AWMA®
First Vice President / Investments, Financial Advisor
Jean Good, AAMS®
Account Executive/First Vice President
Judy Mueller, AWMA®
Account Executive
Jordan Mellinger, AWMA®, CRPC®
Financial Advisor
Grace Carr-Harkins
Private Client Associate
Community Involvement
We’re proud to support the communities we live and work in. We strive to connect with our communities in a meaningful way, bringing about positive change and helping to provide services and resources to help them thrive.