Who We Are
Our Team
No needs are more important than your own. We pride ourselves in making your needs and goals, our own. We don't simply work for you. We work with you to understand who you are as an individual and as an investor. Our mission is to help you to define your financial objectives, and then use that knowledge to recommend a plan that is tailored to fit your unique needs and preferences. We’re proud to offer comprehensive financial planning resources, providing you access to education, advice, planning, and consultation.
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Richard C. Reynolds, AWMA®
Executive Vice President / Wealth Management, Branch Manager

Robert D. Gleyze, CFP® , RIS
Senior Vice President / Wealth Management, Financial Advisor

G.R. Orr III
Senior Vice President / Wealth Management, Branch Manager

Mark Scholl, AWMA®
First Vice President / Investments Financial Advisor

Michael Callas, CFP®, AWMA®
Financial Advisor

Keleigh Sopher, CFP®
Registered Private Client Associate

Stacie Matson
Private Client Associate

Garrett MacDonald
Registered 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.