Wealth Managers




Kerry Bubb, M.B.A.

President & Chief Wealth Manager

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Robert J. Bullock

Chief Wealth Manager
LPL Registered Representative

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J. Jeffrey Marvin

Chief Wealth Manager
LPL Registered Representative

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Diana L. Sailler, CFS

Wealth Manager
LPL Registered Representative

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Michael Razzouk, M.B.A., AIF®

Wealth Manager
LPL Registered Representative

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Steve Gormley, CIMA®

Research Assistant

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Blaine Shira, M.B.A., AAMS®

Wealth Manager
LPL Registered Representative

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Quentin Bubb

Wealth Manager

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Support Team


Emily K. Tejeda

Operations Manager

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Jamie L. Groman

Client Services Coordinator

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Michele Huckfeldt

Client Service Coordinator

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Karen Cardoza

Client Service Assistant

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Lorraine Gidcumb

Receptionist

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Elise Campbell

Marketing & Events Coordinator

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