Key Contacts
Tony Nardo, ATFA, TEP, MBA
President
Amy Crew
SVP, Chief Fiduciary Officer
Paul McManus
Senior Vice President, Senior Fiduciary Strategist
Jacqui Jenkins
Chief Fiduciary Strategist
Brad Lidstone
Chief Operating Officer
Kelly Brockstedt
Board Member
Director of Strategic Initiatives
Jessica Cardinale
Director of Personal Trust – Nevada
