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Our Team

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Denise Penz

Tiffany Rockstroh

Jeffrey Hall

President

Executive Vice President,
Chief Fiduciary Officer

CEO & Vice Chairman

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David Hall

Kristen Knight

Lily Phou

Vice President, Investment Strategist 
& Banking Officer

Vice President,
Trust Officer

Vice President,
Senior Wealth Strategist

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Pam Shields

Vice President, Director of
Retirement Services

Salvador C. Orofino

Vice President,
Senior Wealth Strategist

Melissa Contarino Wenzel

Vice President,
Family Office Specialist

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