Key Contacts
Tony Nardo, ATFA, TEP, MBA
President
Brad Lidstone
Chief Operating Officer
Jacqui Jenkins, ATFA, CTFA, AEP
Chief Fiduciary Strategist
Paul McManus
Senior Vice President, Senior Fiduciary Strategist
Ken Peisino
Controller
Kelly Brockstedt
Board Member, Director of Strategic Initiatives
Chris Carr
Director of Personal Trust – Delaware
Amy Crew
SVP, Chief Fiduciary Officer