Specialists

Specialists

The greatest asset we have to offer is the expertise of our professionals. Meet our tax, insurance, and estate planning specialists.

Clay Caldwell, CFP®

Vice President, Estate Planning

Kristi Cherry, CPA®

Tax Services Manager

Henry Cochran, CPA®

Tax Specialist

Sally Jilek, CLTC®

Insurance Specialist

Rich Winters, CFP®, CRPC®

Relationship Manager