Wealth Advisory Group Officers
Experienced in the intricacies and technicalities of managing wealth, our Wealth Advisory Group has vast experience in working with individuals, families and charitable organizations. We’re able to listen to your goals and create plans to achieve them. Get to know our team.
Jonathan P. SteinerSenior Vice President and Wealth Advisory Group Manager
Andrew R. Haddock, CFASenior Vice President and Chief Investment Officer
James D. Westerfield, CFP®, CTFASenior Vice President and Chief Fiduciary Officer
Lili A. DaileyVice President and Trust Operations Manager
Richard A. DelksVice President and Wealth Advisor
Michelle L. KindlerVice President and Trust Officer
Jennifer I. KingVice President and Personal Trust Officer
Peggy L. MichelVice President and Trust Officer
Karen L. Nevorski, CFP®, CTFAVice President and Trust Officer
Benjamin D. Shively, CFP®, CIMAVice President and Investment Officer
Reneta U. ThurairatnamVice President and Wealth Advisor
Cali M. DollTrust Administrator
Investment products used by the Wealth Advisory Group are not obligations of nor guaranteed by Lake City Bank, are not FDIC insured and may involve risk, including possible loss of principal.