FINANCIAL ADVISORS | Biographies

Click on any of the names or images below to find out more
about a member of our team.


Steven A. Sant, CFP®
Personal Wealth Manager
Bob McMahon, MBA, CFP®
Personal Wealth Manager
Cheryl D. Sparks, CFP®
Personal Wealth Manager
Phillip Gray, MBA, CFP®
CERTIFIED FINANCIAL PLANNERTM
Mike Seek
Insurance/Benefits Specialist


Sasha Lawrence
Insurance Service Associate

Terri Ditto
Client Service Associate


Sharlene Scharf
Client Service Associate





Melinda Faylor
Client Service Associate

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