Our Executive Team
Tony Nardo, ATFA, TEP, MBA
President
Jesse Livingston, CTFA
Vice President and Director of Trust Services
Paul McManus
Senior Vice President, Senior Fiduciary Strategist
Doen Hurst
Vice President, Fiduciary Strategist
Jacqui Jenkins
Chief Fiduciary Officer
Brad Lidstone
Chief Operating Officer
Kelly Brockstedt
Board Member
Director of Strategic Initiatives
