Our Exceptional 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.”

–Eric Kittner, Managing Partner and Chairman

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Mathew Abraham
Client Service Manager
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Anthony Aiazzi
CPA, CFA®, CFP®
Senior Advisor
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Patrick Akins
CFP®
Advisor
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Jacob Allaman
CFP®
Advisor
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Katie Angelbeck
Operations Manager
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Jack Armstrong
Client Service Manager
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Nicole Bailey
CFP®, CPA, MAcc
Senior Advisor
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Amanda Barrale
Director of Business Systems
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Chali Beard
Client Service Manager
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Michelle Beattie
CPA, CIA
Advisor
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Lisa Bedell
Client Service Manager
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Brittany Behnen
Senior Client Service Manager
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Megan Benz
Client Service Administrator
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Andrea Berg
Client Service Manager
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Emiley Best
Operations Manager
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James Blair IV
CFP®, AWMA®
Partner
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Victoria Blood
Client Service Manager
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Marc Boguslaw
Director of Business Development
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Tasha Borglum
MBA, CFP®, CDFA®
Senior Advisor
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Aaron Bosch
Client Service Manager
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Jaymee Botello
Client Service Manager
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Andrew Bouquet
J.D., CFP®
Advisor
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Keith Bowles
MBA
Chief Operating Officer
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Deborah Brandenberg
Executive Assistant
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David Breckenridge
MBA, CFP®
Partner
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Kristin Brown
CFP®
Advisor
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Hunter Brown
MBA, CFP®
Partner
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Jacob Brydels
Client Service Manager
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Timothy Burford
Client Service Manager
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Ashley Byington
Client Service Manager
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Michael Carpenter
J.D., CPA, CFP®
Partner
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James Chalmers
CFP®
Advisor
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Tarah Chandler
Client Service Administrator
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Christine Clement
Client Service Manager
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Diane Compardo
CPA, CFP®, PFS, AWMA®
Partner
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Mark Conrad
CPA, CFP®
Partner
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Michael Costabile
Chief Financial Officer
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Thatcher Crawford
MBA, CFP®
Advisor
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Allan Curtis
MBA, CFP®
Partner
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Jonathan Curtis
Business Development Director
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David Curtis
CFP®
Partner
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Samriti Dhingra
CFP®
Advisor
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Billy Dickens
CFP®
Senior Advisor
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Gene Diederich
CFP®, CPA
Partner
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Steven Diederich
CFP®
Advisor
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Tony Dorn
CFP®, MBA, NFLPA Registered Player Financial Advisor
Partner
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Meghan Dorsey
CPA
Advisor
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Kaleb Doyle
CPA, CFP®
Senior Client Service Manager
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Patrick Duff
Partner
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Carolyn Duggan
Client Service Manager
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Sean Duggan
CPC, CPFA, AIFA®
Senior Retirement Plan Advisor
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Karl Dunajcik
MBA, CFP®
Partner
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Conor Eagan
Client Service Manager
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Grant Edmunds
Senior Client Service Manager
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Melissa Emerson
FPQP™
Client Service Manager
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Abbie Engle
Client Service Manager
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Matthew Erker
CPA, CFP®
Advisor
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William Eubanks
Client Service Manager
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Alicia Faerber
CFP®
Operations Manager
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Alexander Faught
MBA, CFA®, CFP®
Advisor
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Leigh-Anne Feldker
Client Service Manager
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Luke Ferraro
CFA®
Director of Investment Research
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Lauren Ferraro
AIF®, QPA, CPC, CPFA
Advisor
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Logan Finerty
CFP®, CFA®
Partner
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Steven Finerty
J.D., CFP®
Partner
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Mark Fischer
MBA
Client Service Manager
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Sherre Flavin
Operations Manager & Client Service Manager
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Sean Follis
CFP®
Advisor
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Adam Ford
J.D.
Advisor
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Yolanda Forkin
Family Office Specialist
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Morgan Fox
Client Service Manager
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Travis Freeman
CFP®
Advisor
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Caroline Fugel
Client Service Manager
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Daniel Fuhrig
Client Service Manager
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Gus Gast
CPA
Partner
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Starlette Geisz
C.B.
Client Service Manager
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Nancy Georgen
CLU, ChFC, J.D.
Partner
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Susan Gerard
MBA
Chief Marketing Officer
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Nakeva Glenn
Client Service Manager
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Andrew Glenn
CFA, CFP®
Advisor
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Mona Gooden
QPA, QKA, CEBS
Advisor
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Kelli Grelles
PHR, SHRM-CP, BFA™, CHSA®
Participant Engagement Consultant
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Jack Grover
Advisor
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Timothy Halls
CFA®, CFP®, AWMA®
Partner
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Zach Han
CFP®
Advisor
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Jami Hanak
CFP®
Client Service Manager
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Corey Harmann
Client Service Manager
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Kara Harmon
CPA, CFP®, AWMA®, CRPC®
Partner
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Katie Harrell
Client Service Manager
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Anne Haudrich
CFP®
Advisor
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Caelan Hearst
Client Service Manager
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Bryan Hebron
Client Service Manager
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Mark Heffernan
CPA, CFP®, PFS, MBA
Partner
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Robert Hehmeyer
J.D., CFP®
Partner
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Laura Heitland
Operations Manager
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Michele Heitzig
FPQP
Client Service Manager
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Jennie Helm
Operations Manager
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Kevin Hennessy
Client Service Manager
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Cecelia Henry
Client Service Manager
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Kristen Herber
Senior Client Service Manager
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Laura Hessel
CFP®, CDFA™
Senior Advisor
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Mary Hiken
Client Service Manager
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Michael Hollo
MBA
Advisor
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Bill Hornbarger
MBA
Chief Investment Officer
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Leslie Hubbs
Manager of Office Services & Facilities
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Renee Huey
Client Service Manager
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Nick Hummel
Client Service Manager
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Brooke Hunady
CFP®
Senior Advisor
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Jennifer Hundelt
Client Service Manager
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Lauren Hunt
MBA, CFP®
Advisor
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Briana Immerman
Client Service Manager
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Brad Jacobs
CFP®, TGPC
Advisor
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Jordan Janes
CFP®
Partner
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Katie Johnson
J.D., CFP®
Senior Advisor
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Michael Johnson
CPA, PFS
Partner
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Kelli Jones
CFP®, CPA, MAcc
Senior Advisor
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Rebecca Jones
Client Service Manager
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Donna Jordan
Client Service Manager
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Sasha Josipovic
Director of Information Technology
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Jacob Kengott
Client Service Administrator
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Cynthia Kirkpatrick
CPA, CFP®
Senior Advisor
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Dan Kissling
Client Service Manager
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Eric Kittner
CPA, CFP®
Managing Partner & Chairman
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Kate Kloster
Client Service Manager
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Courtney Kluge
Client Service Manager
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Brad Koeneman
MBA, CFP®, AWMA®
Partner
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Kirsten Kramer
FPQP™
Client Service Manager
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Katy Kuhlenberg
Senior Client Service Manager
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Donald Kukla
CPA, CFP®, PFS
Partner
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Ashley Kwater
Client Service Manager
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Cynthia LaFerla
Senior Client Service Manager
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Cathlin Lautner
Client Service Administrator
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Jilliann Law
Client Service Administrator
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Ingrid Lee
CFP®
Advisor
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Amy Leindecker
Client Service Manager
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Kassi Littlepage
Client Service Manager
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Alec Logue
Client Service Manager
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Errin Loughridge
Executive Assistant
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Beth Love
FPQP™
Senior Client Service Manager
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Hunt Lucas
Client Service Manager
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Elizabeth Lynch
CFP®
Advisor
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Margaret Lyons
Client Service Manager
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Emily Majeski
Client Service Manager
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Alison Manasco
Client Service Manager
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Kyle Marra
Client Service Manager
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Stephanie Martin
Client Service Manager
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Ryan Martin
CFP®
Senior Advisor
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Gretchin McDaniel
Centralized Services Manager
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Anna McDonald
Client Service Manager
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Rich McDonald
MBA
Director of Fixed Income
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Patrick McGinnis
CFA®, CFP®
Partner
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Joshua McLain
Client Service Manager
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Jamie Mealey
CPA, CFP®
Partner
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Ryan Miener
CPA, CFP®
Client Service Manager
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Christi Miller
FPQP™
Senior Client Service Manager
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Rebecca Miller
Client Service Administrator
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Aida Miskic
Client Service Manager
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Christopher Moore
Client Service Manager
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Kimberly Mueller
CPA
Advisor
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Jacob Neiner
Intern
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Kevin Nelson
Client Service Manager
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Jennifer Nolan
MBA
Fixed Income Trader
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Alexander Norath
Client Service Manager
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Katelyn Norris
Client Service Manager
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Thomas O’Meara
MBA, AIF®
Partner
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TJ O’Meara
Senior Client Service Manager
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Charles O’Rourke
Associate Fixed Income Analyst
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Joy Orr
Client Service Manager
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Emily O’Meara
FPQP™
Client Service Manager
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Kate Parker
MBA, CPA
Advisor / Operations Manager
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Carrie Patterson
Client Service Manager
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Lisa Patton
Senior Client Service Manager
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Tracy Pauli
Executive Assistant
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Michael Peek
CFP®
Client Service Manager
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Nic Perez
MBA, CFP®
Senior Advisor
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Ellen Pesek
FPQP™
Senior Client Service Manager
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Kelly Petitt
Client Service Manager
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James Pieper
Client Service Manager
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Kristen Pierson
CFP®
Operations Manager
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Linda Pietroburgo
MBA, CFP®, CSRIC™
Partner
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Donald Poling
CPA
Partner
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Jon Polizzi
Client Service Administrator
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Anna Poppell
Client Service Manager
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Najda Porcic
Client Service Manager
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Daniel Prentice
Client Service Manager
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Lori Pullman
Client Service Manager
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Joshua Rauterkus
Client Service Manager
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Garrett Reeg
MBA, CFP®
Advisor
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Debbie Reimer
Executive Assistant
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Logan Reno
Client Service Manager
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Megan Nangle Riley
AIF®, J.D., LL.M.
Senior Retirement Plan Advisor
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Matthew Ring
CPA, CFP®, AIF®
Partner
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Anniece Robinson
Operations Manager
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Stephanie Rogers
CFA®, CFP®
Senior Advisor
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Brittany Root
Client Service Manager
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David Sadler
CPA, CFP®, PFS, AWMA®
Partner
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Matt Sallaberry
CEPA, CFP®
Advisor
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Matt Schaller
MBA, CFA®, CFP®
Advisor
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Katie Schell
Client Service Manager
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Alexis Schell
Client Service Manager
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Eloise Schlafly
CFP®
Advisor
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Natalie Schmidt
Client Service Manager
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Amanda Schmidt
CFP®, ChFC®, CLU®
Advisor
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Christie Schmuke
J.D.
Estate Planning Consultant
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Phil Schwab
Advisor
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Deeya Selke
Client Service Manager
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Coleman Sheehan
CPA, CFP®, MSA
Partner
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Daniel Side
CFP®
Advisor
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Brooke Sieb
Business Solutions and Strategy Manager
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Candace Simpson
Client Service Manager
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Teresa Spring
Operations Manager
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Emily Stark
Client Service Manager
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Randall Stauder
Portfolio Strategist
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John Steffens
CPA, MBA
Partner
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Trevor Stone
CFP®, CPA
Advisor
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Jennifer Suda
Retirement Plan Client Service Manager
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Christie Swacil
Client Service Manager
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Julie Thomas Sward
J.D., AEP®, CFP®
Partner
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Jeff Tank
CPA
Client Service Manager
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Lindsay Taylor
J.D., CFP®
Advisor
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Michael Torney
J.D., CFP®, LL.M.
Advisor
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Danton Troyer
CFP®
Advisor
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Ben Trujillo
J.D., LL.M.
Senior Advisor
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Lauren Turner
Client Service Manager
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Jennifer Twohy
Client Service Administrator
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Danielle de Villiers
Client Service Manager
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Geneen Von Kloha
MBA, CTFA
Advisor
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Mike Vredenburgh
CFP®, AIF®, ChFC®
Advisor
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Daniel Wacker
Client Service Manager
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Mike Warner
J.D.
Advisor
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Nicholas Warren
CFP®
Senior Client Service Manager
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Linda Weber
Client Service Administrator
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Douglas Weber
CPA, PFS
Partner
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Jerry West
CFA, CAIA, CRPC, AIF®
Senior Advisor
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Daniel West
CPA, CFP®, PFS, AWMA
Partner
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Joseph West
MBA, CPA, CFP®
Advisor
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Nancy Whatley-Blaine
Director of Talent & Organizational Development
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Ron Wienstroer
CPA
Partner
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Anthony Wight
Client Service Manager
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Bethany Wilkinson
Director of Human Resources
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Karla Williams
Client Service Manager
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Tara Wilson
Bookkeeper
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Brad Wilson
Client Service Manager
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Derek Wilton
CPA, CFP®
Advisor
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Jake Winegrad
AIF®, CFP®
Partner
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Farah Winkler
CFP®, AWMA®
Senior Advisor
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Jeffrey Wist
J.D., CFP®
Senior Advisor
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Holly Woelfel
Client Service Manager
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Brett Woodruff
Manager of Business Intelligence
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Michael Woods
Client Service Manager
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Ashley Wunderlich
CFA®, CFP®
Advisor
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Kristen Zlatic
MBA
Operations Manager
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Peter Zobel
CFP®
Client Service Manager
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Karleigh Zygmund
Client Service Manager