Halie B. Thompson
Assistant Client Administrator
Halie supports members of the professional and administrative staff within the Wealth Management Group. In addition to greeting all visitors to the firm and ensuring that calls are handled in […]
Assistant Client Administrator
Halie supports members of the professional and administrative staff within the Wealth Management Group. In addition to greeting all visitors to the firm and ensuring that calls are handled in […]
Executive Assistant
Kayla provides administrative support to the Wealth Management leadership team. Additionally, Kayla is responsible for the dissemination of client communications, event planning and marketing supply management. Prior to joining EBS […]
Wealth Management Associate
Brandon started at EBS as an intern while attending Wright State University. He currently leads special projects, establishes client accounts, and performs ongoing account administration, including tracking capital flows and […]