Our Firm

Who We Are

For over 20 years, the our team has been helping individuals implement time-tested strategies to achieve their financial goals.

John C. Thaemert, CFP®, CTFA

Sr. Vice President & Trust Officer

Mark C. Kennedy

Vice President & Trust Officer

Jim D. Metz, CFP®

Trust Officer

Amanda Weinhold, CFP®

Trust Officer

Erik Shupe

Assistant Trust Officer

Stephanie Ohl

Trust Operations Officer

Sarah Homeier

Trust Operations Specialist

Amanda Webb

Trust Operations Specialist