
Meet Our Team

William Harold Bender, CFP®, CIMA®
Managing Director
Senior Institutional Consultant

William Harold Bender II, MT, CFP®, CIMA®
Managing Director
Senior Institutional Consultant

Dustin Joseph Bender, MT, CFP®, CIMA®
Managing Director
Senior Institutional Consultant

Brian Corbett, CFA®, CFP®
First Vice President
Senior Institutional Consultant

Melissa Bender Simrell, CFP®, CRPC®
First Vice President



Kathleen Buck
Senior Private Wealth Associate
Assistant Vice President

Londyn Occhipinti
Private Wealth Associate
Assistant Vice President

Jose Mascorro III
Private Wealth Associate
Assistant Vice President

Katharine Schkloven, JD
Private Wealth Associate
Assistant Vice President