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Company Updates

Bob Stadelman, Senior Vice President,
Featured in TOPS In Lexington

thumbnail of March magazine article, full text on PDF

March 2021

Bob Stadelman, Senior Vice President and Director of Fiduciary Services, is featured in the March edition of TOPS in Lexington! This edition features "Leaders of Lexington" and Bob has been named the Leader in Special Needs Trusts.

Mr. Stadelman says, “Special Needs Trusts enrich the quality of life of the beneficiary while protecting eligibility for public assistance programs. And we are committed to the highest standard of care and personal attention in our relationship with you and your family.”

Click here to read the full article. PDF
Learn more about Bob.


Andrew Windsor, Vice President,
Featured in TOPS In Lexington

thumbnail of February magazine article, full text on PDF

February 2021

Andrew Windsor, Vice President and Portfolio Manager, is featured in the February edition "For Love & Money" in TOPS in Lexington!

Mr. Windsor has been in the financial industry for more than two decades. He notes, "Helping people is by far the most rewarding part [of my job]. Knowing that you make a difference in allowing people to achieve their financial goals is what it is all about.”

Click here to read the full article. PDF
Learn more about Andrew.


Jason L. Lee, Senior Vice President,
Featured in TOPS In Lexington

thumbnail of October magazine article, full text on PDF

October 2020

Congratulations to Jason Lee, Senior Vice President and Private Wealth Services Manager, for being featured as one of TOPS in Lexington’s '50 Under 50’!

With more than fifteen years of experience, a Juris Doctorate degree, and a CPA designation – Jason is known as a well-rounded leader in the wealth management industry. We are proud to have him on our team.

Click here to read the full article. PDF
Learn more about Jason.

Business Investment Management

Business Investment Management

Your employees are your company’s greatest asset. Shouldn’t they have a great retirement plan?

We offer a comprehensive retirement plan program and aim to reduce your staff’s administrative burden and help you attract and retain valuable employees.

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