Your Team – Operations & Communications

All|Principals|Wealth Management & Financial Planning|Portfolio Management|Client Services|Operations & Communications

Operations & Communications

Sally Humphrey, MBA
Director of Operations & Principal

Melissa Anderson
Operations Associate

Rebecca McDermott
Communications Strategist

Kevin Woodard, Esq.
Chief Compliance Officer

Kelly Blanks
Marketing and Communications

Kristyn Wyche
Office Administrator

Jason Cox
Portfolio Reporting Specialist

Award Winning Leaders

See important disclosure for more information on rankings

Michael Daniels
Co-Founder & President, Nicolet National Bank

Duane
Dewey, CFP ®
President, Corporate Banking, Trustmark Bank

Daniel Hoffheimer, JD
Partner, Taft, Stettinius & Hollister

Michael Jackson
Business Executive

Kathleen Young
Bill and Melinda Gates Foundation