Leadership & Advisors

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

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Justin P. Bender, AIS

Advisor / Private Client

Keith E. Greenspon

Advisor / Group Benefits & Life Insurance

Wendy's Bio

Wendy M. Harvey, CIC, CISR

Advisor / Private Client

amy

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

Patrick O’Brien, RPLU, CPLP

Advisor / Financial Lines