Our Executive Team
Tony Nardo, ATFA, TEP, MBA
President
Brad Lidstone
Chief Operating Officer
Jacqui Jenkins, ATFA, CTFA, AEP
Chief Fiduciary Officer and Director of Trust Services
Paul McManus
Senior Vice President, Senior Fiduciary Strategist
Ken Peisino
Controller
Kelly Brockstedt
Board Member, Director of Strategic Initiatives
Wendy M. Swift, CTFA, ATFA
Director of Personal Trust