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Branch Leadership

Our Branch Leadership is committed to supporting both our advisors and clients every step of the way. They provide guidance, resources, and oversight to help ensure a smooth, consistent experience for everyone we serve. Through strong leadership and a collaborative approach, our branch leadership helps create an environment where clients feel confident, supported, and well cared for.

Allison Menke

Allison Menke, CPA, QPFC

Associate Branch Manager | Vice President | Financial Advisor

812-482-7276

J. Phillip Roberts

J. Phillip Roberts

Managing Director | Market Director

8124261481

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