Dan Litaker
Managing Partner & CEO
Danielle L. Hoversten, MBA, CIC
President & Chief Operating Officer
Jaime C. Wellman, CIC, CISR
Partner / Real Estate Practice Leader
Drew L. Patterson, CIC, API, AIM
Partner / Private Client Practice Leader
Justin P. Bender, AIS
Advisor / Private Client
Keith E. Greenspon
Advisor / Group Benefits & Life Insurance
Wendy M. Harvey, CIC, CISR
Advisor / Private Client
Amy H. Kinasch, CIC, CISR
Advisor / Private Client
Tom H. Litaker
Advisor / Real Estate Practice
Rion Moore
Advisor / Partner
Scott H. Shannon
Advisor / Financial Services Practice Leader
C. David Short, CPCU, CIC, AMIM
Advisor / EVP
Mariah P. Waltemyer, CIC
Advisor / SVP
