Wealth Management Team

Veronica Aguilera
VP, Relationship Manager
Prescott, AZ
928-310-4198 (Office)

Deana Anderson
SVP, Relationship Manager
Houston, TX
713-831-5752 (Office)

Gary Bishop
SVP, Relationship Manager
Birmingham, AL
205-297-3848 (Office)

Brent Boltwood, CWS®
SVP, Relationship Manager
Birmingham, AL
205-297-6739 (Office)

Mark Boriskin
VP, Relationship Manager
Austin, TX
512-419-3451 (Office)

Josh Boxley
VP, Relationship Manager
Georgetown, TX
512-868-4712 (Office)

Ben Calvert
VP, Relationship Manager
Huntsville, AL
256-532-6247 (Office)

Heidi Condrey
VP, Relationship Manager
Dothan, AL
334-712-7018 (Office)

Matt DiSalvo
VP, Relationship Manager
Birmingham, AL
205-297-7804 (Office)

Paula Dudley
SVP, Relationship Manager
Scottsdale, AZ
480-596-2617 (Office)

Cindy Gifford
SVP, Relationship Manager
Huntsville, AL
256-316-9231 (Office)

Peggy Holt
EVP, Market Executive
Jacksonville, FL
904-564-8782 (Office)

Bill Kresser
VP, Relationship Manager
Fort Worth, TX
817-735-0937 (Office)

D Robert LaPorta
SVP, Relationship Manager
Pensacola, FL
850-857-5029 (Office)

Jahaira Lazo
AVP, Relationship Manager
Houston, TX
713-831-5630 (Office)

Mary P. Mahlie
SVP, Relationship Manager
San Antonio, TX
409-201-3003 (Office)

Sonja Massak
VP, Relationship Manager
Houston, TX
713-831-5836 (Office)

Andrey Movsesyan
VP, Relationship Manager
Walnut Creek, CA
925-212-6362 (Office)

James Puckett, Jr
EVP, Market Executive
Birmingham, AL
205-297-7382 (Office)

Steve Rockwell
SVP, Relationship Manager
Mobile, AL
251-533-0053 (Office)

Cindy Rourke
VP, Relationship Manager
Jacksonville, FL
904-608-2199 (Office)

Marc Schkud
VP, Relationship Manager
Houston, TX
713-831-5690 (Office)

Lindsay Strattan, CFP®, CWS®
VP, Relationship Manager
Houston, TX
713-831-5752 (Office)

Donette Stubblefield
Market Executive
Houston, TX
713-831-5672 (Office)

Libby Taunton
VP, Relationship Manager
Montgomery, AL
334-409-7447 (Office)

Christine Turner
VP, Relationship Manager
Tucson,AZ
520-514-4098 (Office)

Annabel Whiting, CWS®
SVP, Relationship Manager
Phoenix, AZ
602-522-2758 (Office)