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Comprehensive Family Planning & Advisory
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Our Team
Denise Penz
Tiffany Rockstroh
Jeffrey Hall
President
Executive Vice President,
Chief Fiduciary Officer
CEO & Vice Chairman
Bio
Bio
Bio
David Hall
Kristen Knight
Lily Phou
Vice President, Investment Strategist
& Banking Officer
Vice President, Trust Officer
Vice President, Trust Officer
Bio
Bio
Bio
Pam Shields
Vice President, Director of
Retirement Services
Salvador C. Orofino
Vice President, Trust Officer
Melissa Contarino Wenzel
Vice President,
Family Office Specialist
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Bio
Bio
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