Team

Our clients receive the dedicated attention of a team that specializes in their unique circumstances, backed by the extensive in-house resources of one of the largest independent RIAs in the country.

Mathew Abraham
Client Service Manager
Anthony Aiazzi
CPA, CFA®, CFP®
Senior Advisor
Patrick Akins
CFP®
Advisor
Jacob Allaman
CFP®
Client Service Manager
Nicole Bailey
CFP®, CPA, MAcc
Senior Advisor
Emily Barlean
MA
Manager of Marketing & Communications
Amanda Barrale
Director of Business Systems
Chali Beard
Client Service Manager
Michelle Beattie
CPA
Advisor
Brittany Behnen
Senior Client Service Manager
James Blair IV
CFP®, AWMA®
Partner
Victoria Blood
Client Service Manager
Marc Boguslaw
Director of Business Development
Tasha Borglum
MBA, CFP®, CDFA®
Senior Advisor
Aaron Bosch
Client Service Manager
Andrew Bouquet
J.D.
Client Service Manager
Keith Bowles
MBA
Chief Operating Officer
Deborah Brandenberg
Executive Assistant
David Breckenridge
MBA, CFP®
Partner
Hunter Brown
CFP®
Partner
Kristin Brown
CFP®
Advisor
Dan Brown
CFA®
Senior Investment Analyst
Jacob Brydels
Client Service Manager
Megan Burkemper
Client Service Administrator
Kathleen Calvert
Client Service Manager
Michael Carpenter
J.D., CPA, CFP®
Partner
James Chalmers
CFP®
Advisor
Tarah Chandler
Client Service Administrator
Diane Compardo
CPA, CFP®, PFS, AWMA®
Partner
Mark Conrad
CPA, CFP®
Partner
Candace Cooper
Client Service Manager
Michael Costabile
Chief Financial Officer
Thatcher Crawford
MBA
Client Service Manager
Allan Curtis
MBA, CFP®
Partner
Jonathan Curtis
Business Development Director
David Curtis
CFP®
Partner
Samriti Dhingra
CFP®
Advisor
Billy Dickens III
CFP®
Senior Advisor
Steven Diederich
Client Service Manager
Gene Diederich
CFP®, CPA
Partner
Tony Dorn
CFP®, MBA, NFLPA Registered Player Financial Advisor
Partner
Meghan Dorsey
CPA
Advisor
Elizabeth Dougherty
Operations Manager
Kaleb Doyle
Client Service Manager
Anne Droese
CFP®
Advisor
Patrick Duff
Partner
Carolyn Duggan
Client Service Manager
Sean Duggan
CPC, QPA, QKA, CPFA, AIF®, AIFA
Senior Advisor
Karl Dunajcik
MBA, CFP®
Partner
Conor Eagan
Client Service Manager
Christina Effan
Client Service Manager
Geoffrey Eikmann
CFA
Senior Investment Analyst
Melissa Emerson
FPQP™
Client Service Manager
Matthew Erker
CPA, CFP®
Advisor
William Eubanks
Client Service Manager
Alicia Faerber
Operations Manager
Leigh-Anne Feldker
Client Service Manager
Luke Ferraro
CFA®
Director of Investment Research
Lauren Ferraro
AIF®, QPA, CPC, CPFA
Advisor
Steven Finerty
J.D., CFP®
Partner
Logan Finerty
CFP®, CFA®
Senior Advisor
Mark Fischer
MBA
Client Service Manager
Klaire Fisher
Client Service Manager
Sherre Flavin
Operations Manager & Client Service Manager
Sean Follis
CFP®
Advisor
Yolanda Forkin
Senior Client Service Manager
Morgan Fox
Client Service Manager
Austin Fuemmeler
Client Service Manager
Caroline Fugel
Client Service Manager
Gus Gast
CPA
Partner
Starlette Geisz
C.B.
Client Service Manager
Nancy Georgen
CLU, ChFC, J.D.
Partner
Kara Gibson
Client Service Administrator
Braden Givens
Client Service Manager
Andrew Glenn
CFA®
Advisor
Mona Gooden
QPA, QKA, CEBS
Advisor
Jamie Goodwin
Client Service Administrator
Kelli Grelles
PHR, SHRM-CP, BFA™
Participant Engagement Consultant
Stephanie Gresham
Client Service Manager
Katie Haar
Operations Manager
Emily Haislar
FPQP™
Client Service Manager
Beth Hall
Senior Client Service Manager
Timothy Halls
CFA®, CFP®, AWMA®
Partner
Zach Han
CFP®
Advisor
Jami Hanak
Client Service Manager
Brianna Hanneken
Client Service Manager
Susan Harman
Client Service Manager
Kara Harmon
CPA, CFP®, AWMA®, CRPC®
Partner
Katie Harrell
Client Service Manager
Caelan Hearst
Client Service Manager
Bryan Hebron
Client Service Manager
Mark Heffernan
CPA, CFP®, PFS, MBA
Partner
Robert Hehmeyer
J.D., CFP®
Senior Advisor
Jane Heine
FPQP™
Operations Manager
Laura Heitland
Operations Manager
Michele Heitzig
FPQP
Client Service Manager
Jennie Helm
Operations Manager
Kevin Hennessy
Client Service Manager
Kristen Herber
Senior Client Service Manager
Laura Hessel
CFP®, CDFA™
Senior Advisor
Mary Hiken
Client Service Manager
Michael Hollo
MBA
Advisor
Bill Hornbarger
MBA
Chief Investment Officer
Nathan Howard
Esq.
Chief Compliance Officer
Leslie Hubbs
Manager of Office Services & Facilities
Renee Huey
Client Service Manager
Nick Hummel
Client Service Manager
Brooke Hunady
CFP®
Senior Advisor
Jennifer Hundelt
Client Service Manager
Lauren Hunt
MBA, CFP®
Advisor
Briana Immerman
Client Service Manager
Brad Jacobs
CFP®, TGPC
Retirement Plan Analyst
Jordan Janes
CFP®
Partner
Michael Johnson
CPA, PFS
Partner
Katie Johnson
J.D., CFP®
Advisor
Kelli Jones
CFP®, CPA, MAcc
Senior Advisor
Donna Jordan
Client Service Manager
Christopher Jordan
MBA, CFA®, CFP®, CAIA, FRM®
Director of Alternative Investments
Cynthia Kirkpatrick
CPA, CFP®
Advisor
Dan Kissling
Client Service Manager
Eric Kittner
CPA, CFP®
Managing Partner & Chairman
Kate Kloster
Client Service Manager
Brad Koeneman
MBA, CFP®, AWMA®
Partner
Kirsten Kramer
FPQP™
Client Service Manager
Zachary Kratofil
CFP®
Advisor
Katy Kuhlenberg
Senior Client Service Manager
Donald Kukla
CPA, CFP®, PFS
Partner
Katharine Kulka
Client Service Manager
Ashley Kwater
Client Service Manager
Cynthia LaFerla
Senior Client Service Manager
Cathlin Lautner
Client Service Administrator
Jillian Law
Client Service Administrator
Ingrid Lee
CFP®
Advisor
Amy Leindecker
Client Service Manager
Kassi Littlepage
Client Service Manager
Alec Logue
Client Service Manager
Elizabeth Lynch
CFP®
Advisor
Margaret Lyons
Client Service Manager
Alison Manasco
Client Service Manager
Caroline Maples
Client Service Manager
Kyle Marra
Client Service Manager
Ryan Martin
CFP®
Senior Advisor
Stephanie Martin
Client Service Manager
Rich McDonald
MBA
Director of Fixed Income
Patrick McGinnis
CFA®, CFP®
Partner
Joshua McLain
Client Service Manager
Jamie Mealey
CPA, CFP®
Advisor
Amanda Merrill
J.D.
Advisor
Ryan Miener
Client Service Manager
Rebecca Miller
Client Service Administrator
Christi Miller
FPQP™
Senior Client Service Manager
Aida Miskic
Client Service Manager
Colleen Murphy
Client Service Manager
Megan Nangle Riley
AIF®, J.D., LL.M.
Senior Advisor
Kevin Nelson
Client Service Manager
Alexander Norath
Client Service Manager
Thomas O’Meara
MBA, AIF®
Partner
TJ O’Meara
Senior Client Service Manager
Joy Orr
Client Service Manager
Kate Parker
MBA, CPA
Operations Manager
Carrie Patterson
Client Service Manager
Lisa Patton
Senior Client Service Manager
Tracy Pauli
Client Service & Operations Manager
Michael Peek
Client Service Manager
Nic Perez
MBA, CFP®
Advisor
Ellen Pesek
FPQP™
Senior Client Service Manager
Kristen Pierson
CFP®
Operations Manager
Linda Pietroburgo
MBA, CFP®
Partner
Donald Poling
CPA
Client Services Manager
Anna Poppell
Client Service Manager
Daniel Prentice
Client Service Manager
Lori Pullman
Client Service Manager
Ann Rackers
MBA
Advisor
Joshua Rauterkus
Client Service Manager
Garrett Reeg
MBA, CFP®
Advisor
Debbie Reimer
Executive Assistant
Logan Reno
Client Service Manager
Matthew Ring
CPA, CFP®, AIF®
Partner
Anniece Robinson
Operations Manager
Brittany Root
Client Service Manager
David Sadler
CPA, CFP®, PFS, AWMA®
Partner
Matt Sallaberry
CEPA
Advisor
Katie Sanders
FPQP™
Client Service Manager
Anita Sarhatlic
Client Service Manager
Katie Schell
Client Service Manager
Eloise Schlafly
CFP®
Advisor
Amanda Schmidt
Advisor
Christie Schmuke
J.D.
Estate Planning Consultant
Emiley Seigel
Operations Manager
Coleman Sheehan
CPA, CFP®, MSA
Partner
Joseph Sheehan
MBA, CFA®, AWMA®, CMFC®, CFP®
Partner
Taylor Sibley
Client Service Administrator
Daniel Side
CFP®
Client Service Manager
Brooke Sieb
Manager of Business Intelligence & Reporting
Teresa Spring
Operations Manager
Emily Stark
Client Service Manager
Randall Stauder
Portfolio Strategist
John Steffens
CPA, MBA
Partner
Trevor Stone
CPA
Advisor
Jennifer Suda
Senior Client Service Manager
Christie Swacil
Client Service Manager
Jeff Tank
Client Service Manager
Lindsay Taylor
J.D., CFP®
Advisor
Julie Thomas Sward
J.D., AEP®, CFP®
Partner
Michael Torney
J.D., CFP®, LL.M.
Advisor
Lauren Turner
Client Service Manager
Shannon Turner
Client Service Administrator
Jennifer Twohy
Client Service Administrator
Ranie Verby
MAcc, CPA CFP®
Advisor
Geneen Von Kloha
MBA, CTFA
Advisor
Mike Vredenburgh
Advisor
Stephen Wagner
CFP®
Client Service Manager
Kevin Ward
CFP®
Client Service Manager
Nicholas Warren
Client Service Manager
Linda Weber
Client Service Administrator
Douglas Weber
CPA, PFS
Partner
Daniel West
CPA, CFP®, PFS, AWMA
Partner
Joseph West
MBA, CPA, CFP®
Advisor
Jerry West
CFA, CAIA, CRPC, AIF®
Senior Advisor
Nancy Whatley-Blaine
Manager of Talent & Organizational Development
Ron Wienstroer
CPA
Partner
Bethany Wilkinson
Director of Human Resources
Kelly Williams
Client Service Manager
Karla Williams
Client Service Manager
Derek Wilton
CPA, CFP®
Advisor
Jake Winegrad
AIF®, CFP®
Partner
Farah Winkler
CFP®, AWMA®
Senior Advisor
Tracy Winters
Operations Manager
Jeffrey Wist
J.D., CFP®
Senior Advisor
Holly Woelfel
Client Service Manager
Brett Woodruff
Manager of Business Intelligence
Kristen Zlatic
MBA
Operations Manager
Peter Zobel
Client Service Manager
Karleigh Zygmund
Client Service Manager