Investment Management

When it comes to your investment strategy, building your portfolio the right way is half the battle. An advisor can help you create a custom-tailored plan to manage our portfolio and when put it into practice. If you have questions bout staying on track, rebalancing, getting through market turbulence, or minimizing your tax bill, we're here for you.


Educational resources on investment management.
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Contact Us Today!

Tracy Baughman, AIF®, CIMA®
Vice President and Investment Services Manager
Paul Wannemacher, CPA, PFS, CFP®
Vice President and Trust Officer
Monika Lovewell, J.D., CTFA
Senior Vice President and Trust Officer




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