Our Exceptional Team
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Advisors & Partners
Advisors
Client Service Managers
Firm Management
Investment Team
Partners

Anthony Aiazzi
CPA, CFA®, CFP®
Partner

Patrick Akins
CFP®
Partner

Jessica Albright
Client Service Manager

Jacob Allaman
CFP®
Advisor

Brigid Andrews
Client Service Manager

Katie Angelbeck
Client Service Manager

Jack Armstrong
Client Service Manager

George Astudillo Chacon
Client Service Manager

Holly Ausmus
Senior Client Service Manager

Nicole Bailey
CFP®, CPA, MAcc
Partner

Michael Ball
Client Service Manager

Amanda Barrale
Chief Platform Officer

Michelle Beattie
CPA
Advisor

Lisa Bedell
Operations Manager

Brittany Behnen
Operations Manager

Megan Benz
Client Service Administrator

Andrea Berg
Client Service Manager

Sarah Berry
Partner

Sarah Bertman
FPQP®
Client Service Manager

Emiley Best
Operations Manager

Sarah Bishop
AIF®, CPFA, QKA®
Retirement Plan Advisor

James Blair IV
CFP®, AWMA®
Partner

Eric Boland
Client Service Manager

Tasha Borglum
MBA, CFP®, CDFA®
Senior Advisor

Kristi Borglum
CFP®, CDFA®
Advisor

Aaron Bosch
CFP®
Senior Client Service Manager

Brendan Bostwick
MBA
Client Service Manager

Jaymee Botello
Client Service Manager

Andrew Bouquet
J.D., CFP®
Advisor

Macci Bowers
Client Service Administrator

Keith Bowles
MBA
Chief Operating Officer

Deborah Brandenberg
Executive Assistant

David Breckenridge
MBA, CFP®
Partner

Hunter Brown
MBA, CFP®
Partner

Kristin Brown
CFP®
Advisor

Susan Brown
Family Office Advisor

Molly Bryant
Senior Client Service Manager

Timothy Burford
Investment Specialist & Client Service Manager

Brittany Burns
Operations Manager

Kelsey Byers
Client Service Manager

Ashley Byington
FPQP™
Client Service Manager

Max Carleton
Client Service Administrator

Margie Carmody
CPA, CFP®
Advisor

Erin Carnes
Client Service Manager

Rosie Carollo
Private Markets Intern

Michael Carpenter
J.D., CPA, CFP®
Partner

Kristy Carrithers
Client Service Manager

Elizabeth Carter
Director of Strategy & Planning

James Chalmers
CFP®, AIF®
Senior Advisor

Brannon Champagne
CPA
Advisor

Tarah Chandler
Client Service Administrator

Jami Choinka
CFP®
Advisor

Maddie Clark
CPA
Senior Client Service Manager

Frankie Colston
Client Service Manager

Diane Compardo
CPA, CFP®, PFS, AWMA®
Partner

Mark Conrad
CPA, CFP®
Partner

Oliver Cragan
CFP®
Advisor

Thatcher Crawford
MBA, CFP®
Advisor

Kali Crayon
Client Service Manager

Alex Crehan
Client Service Manager

Allan Curtis
MBA, CFP®
Partner Emeritus

David Curtis
CFP®
Partner

Jonathan Curtis
Business Development Director

Aoifinn Devitt
MBA
Chief Investments Officer

Samriti Dhingra
CFP®
Advisor

Billy Dickens
CFP®
Partner

Gene Diederich
CFP®, CPA
Partner

Steven Diederich
CFP®
Senior Advisor

Merinda Dinkel
Client Service Manager

Stephen Dolan
CFP®
Advisor

Taylor Donahue
CFA®
Senior Client Service Manager

Abby Donnellan
CPA
Senior Tax Strategist

Tony Dorn
CFP®, MBA
Partner

Kaleb Doyle
CPA, CFP®
Advisor

Deb Dubin
Chief Philanthropy Officer

Patrick Duff
Partner

Sean Duggan
CPC, CPFA, AIFA®
Senior Retirement Plan Advisor

Carolyn Duggan
Senior Client Service Manager

Karl Dunajcik
MBA, CFP®
Partner

Shane Dunican
CFP®, EA
Client Service Manager

Lynn Dunston
CFP®, EA, AEP® N
Partner

Cary Dwars
Client Service Manager

Conor Eagan
CFP®
Advisor

Grant Edmunds
CFP®
Advisor

Max Eisenhart
Client Service Manager

Melissa Emerson
FPQP®
Operations Manager

Matthew Erker
CPA, CFP®
Advisor

Alicia Faerber
CFP®
Operations Manager

Alexander Faught
MBA, CFA®, CFP®
Advisor

Mitchell Faulhaber
Client Service Manager

Danielle Feinstein
Administrative Assistant

Leigh-Anne Feldker
Client Service Manager

Steven Finerty
J.D., CFP®
Partner

Logan Finerty
CFP®, CFA®
Partner

Catherine Flanagan
Executive Assistant

Sherre Flavin
Director of Client Engagement & Client Service Manager

Carrie Flick
Bookkeeper

Karleigh Floarke
Operations Manager

Sean Follis
CFP®
Advisor

Adam Ford
J.D., CFP®
Advisor

Yolanda Forkin
Family Office Specialist

Heather Fox
Client Service Administrator

Gussie Frederici
Client Service Administrator

Travis Freeman
CFP®
Partner

Caroline Fugel
CFP®
Advisor

Daniel Fuhrig
Client Service Manager

Gus Gast
CPA
Partner

Starlette Geisz
C.B.
Concierge Services

Nancy Georgen
CLU, ChFC, J.D.
Partner

Andrew Glenn
CFA, CFP®
Advisor

Mona Gooden
QPA, QKA®, CEBS
Advisor

Jamie Goodwin
Director of Centralized Operations

Jack Grover
MBA
Advisor

Katie Hackett
Client Service Manager

Erin Hadary
MBA, CFP®, CAP®
Partner

Patty Haguewood
Executive Assistant

Timothy Halls
CFA®, CFP®
Partner

Laura Hamilton
Client Service Manager

Zach Han
CFP®, CEPA
Advisor

Matt Harlan
Director of Trust & Family Office

Kara Harmon
CPA, CFP®, AWMA®, CRPC™
Partner

Katie Harrell
FPQP®
Operations & Client Service Manager

Anne Haudrich
CFP®
Advisor

Greg Haueisen
J.D.
Senior Client Service Manager

Caelan Hearst
FPQP®
Operations Manager

Bryan Hebron
Senior Client Service Manager

Mark Heffernan
CPA, CFP®, PFS, MBA
Partner

Michael Heffernan
Client Service Manager

Robert Hehmeyer
J.D., CFP®
Partner

Laura Heitland
Operations Manager

Michele Heitzig
FPQP®
Senior Client Service Manager

Kevin Hennessy
CFP®
Client Service Manager

Kristen Herber
Operations Manager

Laura Hessel
CFP®, CDFA™
Senior Advisor

Sam Hill
Associate Fixed Income Analyst

Brian Hires
CFP®
Advisor

Stacey Hoehne
Client Service Manager

Steve Hoerr
MBA, CPA, CFP®
Advisor

Laura Hoff
Client Service Administrator

Emma Hogrebe
Client Service Manager

Ashleigh Hollander
Client Service Manager

Michael Hollo
MBA, CFP®
Partner

Jessica Hornburg
Client Service Manager

Haley Hrevus
Family Office Manager

Leslie Hubbs
Manager of Office Services & Facilities

Nick Hummel
Client Service Manager

Brooke Hunady
CFP®
Partner

Sam Hunsicker
Client Service Manager

Lauren Hunt
MBA, CFP®, ABFP™
Senior Advisor

Jessica Hutchins
Client Service Manager

Matt Hutchison
Client Service Manager

Brie Immerman
CFP®
Senior Client Service Manager

Brad Jacobs
CFP®, TGPC
Advisor

Jacob Jaegle
Advisor

Jordan Janes
CFP®
Partner

Kristen Jenkins
Client Service Manager

Michael Johnson
CPA, PFS
Partner

Katie Johnson
J.D., CFP®
Senior Advisor

Dana Johnson
MBA
Operations Manager

Jillian Johnson
Client Service Manager

Kelli Jones
CFP®, CPA, MAcc
Senior Advisor

Rebecca Jones
Client Service Manager

Donna Jordan
Client Service Manager

Pat Jordan
CFP®, CRPC™
Advisor

Sasha Josipovic
Chief Information Officer

Emily Kamps
Executive Assistant

Chris Kamykowski
CFA®, CFP®
Head of Investment Strategy and Research

Malana Kanallakan
Client Service Manager

Megan Kanter
CFP®
Advisor

Molly Kelly
Client Service Manager

Andrew Kelsen
Head of Alternative Investments

Cynthia Kirkpatrick
CPA, CFP®
Senior Advisor

Sarah Kirn
Client Service Manager

Dan Kissling
CFP®
Advisor

Eric Kittner
CPA, CFP®
CEO and Chairman

Kate Kloster
CFP®
Advisor

Courtney Vitale
Client Service Manager

Nick Koboldt
Portfolio Manager

Brad Koeneman
MBA, CFP®, AWMA®
Partner

Nicholas Kroeger
Retirement Plan Specialist

Katy Kuhlenberg
Senior Client Service Manager

Donald Kukla
CPA, CFP®, PFS
Partner

Lucas Kulma
CFA®, CFP®
Advisor

Ashley Kwater
FPQP®
Client Service Manager

Cynthia LaFerla
Senior Client Service Manager

Cathlin Lautner
Client Service Administrator

Ingrid Lee
CFP®, CAIA
Advisor

Amy Leindecker
Operations Manager

Sam Leitensdorfer
Client Service Manager

Paige Lemann
MBA, MPP
Client Service Manager

Katie Lewis
Client Service Manager

Jack Linton
Client Service Manager

Jennifer Litsas
CFP®
Advisor

Tatyana Liv
Operations Manager

Lisa Lockett
QKA®
Retirement Plan Service Manager

Jacob Longinette
Client Service Manager

Beth Love
FPQP®
Senior Client Service Manager

Hunt Lucas
Client Service Manager

Amanda Luetkemeyer
Client Service Administrator

Elizabeth Lynch
CFP®
Advisor

Michael Lynch
MBA
Client Service Manager

Margaret Lyons
Senior Client Service Manager

Michael Machnowski
CFP®
Partner

Alison Manasco
Client Service Manager

Matt Manies
CFP®
Advisor

Kyle Marra
CFP®
Advisor

Ryan Martin
CFP®
Senior Advisor

Stephanie Martin
Senior Client Service Manager

Ryan Matteo
Client Service Manager

Jenna Maves
Client Service Administrator

Emily McCrary
Administrative Assistant

Rich McDonald
MBA
Head of Portfolio Management and Fixed Income

Anna McDonald
Client Service Manager

Patrick McGinnis
CFA®, CFP®
Partner

Cathy McGinty
Senior Client Service Manager

Jamie Mealey
CPA, CFP®
Partner

Anna Medley
Client Service Manager

Sarah Meyer
Client Service Manager

Ryan Miener
CPA, CFP®
Advisor

Christi Miller
CRPC™, FPQP®
Senior Client Service Manager

Rebecca Miller
Client Service Administrator

Mindy Mitchell
CAIA®
Private Markets Advisor

Christopher Moore
Client Service Manager

Kat Moore
Client Service Administrator

Emily Morgan
Client Service Manager

Kimberly Mueller
CPA
Senior Advisor

Matt Mueller
CPA
Client Service Manager

Charlie Mueth
CFP®
Client Service Manager

Emily Murray
Executive Assistant

Jake Neiner
CFP®
Client Service Manager

Kevin Nelson
Senior Client Service Manager

Bryan Nelson
CPA
Advisor

Jennifer Nolan
MBA
Fixed Income Trader

Katelyn Norris
Client Service Manager

Max Novak
MBA, CFP®
Client Service Manager

Charles O'Rourke
CFA®
Fixed Income Analyst

Joy Orr
Client Service Manager

Ethan Ortmann
Client Service Manager

Emelia Osborn
Client Service Manager

Max Osman
Client Service Manager

Anthony Palazzolo
Director of Strategic Planning and Performance Management

Kate Parker
MBA, CPA
Advisor

Lisa Patton
Senior Client Service Manager

Tracy Pauli
Client Service Administrator

Nicholas Pavlishin
Client Service Manager

Michael Peek
CFP®
Advisor

Madeline Perel
Client Service Administrator

Nic Perez
MBA, CFP®
Partner

Ellen Pesek
FPQP™
Senior Client Service Manager

Andrew Phipps
CPA
Client Service Manager

Linda Pietroburgo
MBA, CFP®, CSRIC™
Partner

Donald Poling
CPA
Consultant

Jon Polizzi
Client Service Manager

Anna Poppell
Senior Client Service Manager

Daniel Prentice
Client Service Manager

Christine Prinster
Family Office Associate

Lori Pullman
Client Service Manager

John Quinn
Advisor

Ashton Ragsdale
Client Service Manager

Maggie Rapplean
CFP®
Senior Advisor

Garrett Reeg
MBA, CFP®
Senior Advisor

Debbie Reimer
Executive Assistant

Logan Reno
CFP®
Client Service Manager

Megan Nangle Riley
AIF®, J.D., LL.M.
Senior Retirement Plan Advisor

Matthew Ring
CPA, CFP®, AIF®
Partner

Angela Ritter
Director of Talent Acquisition

Anniece Robinson
Operations Manager

Stephanie Rogers
CFA, CFP®
Senior Advisor

Sara Romo
Client Service Manager

Brittany Root
Senior Client Service Manager

Alex Roth
Senior Client Service Manager

David Sadler
CPA, CFP®, PFS, AWMA®
Partner

Mary Saito
Client Service Manager

Matt Sallaberry
CEPA, CFP®
Advisor

Amanda Sawyer
Director of Compliance

Clay Sawyer
Client Service Manager

Matt Schaller
MBA, CFA®, CFP®
Advisor

Katie Schell
Operations Manager

Alexis Schell
Client Service Manager

Eloise Schlafly
CFP®
Senior Advisor

Amanda Schmidt
CFP®, ChFC®, CLU®
Advisor

Natalie Schmidt
Client Service Manager

Christie Schmuke
J.D.
Estate Planning Consultant

Matt Schoelch
Advisor

Courtney Schroeder
Client Service Manager

Phil Schwab
MBA
Advisor

Matt Schwarz
Client Service Administrator

Wesley Sebacher
CFP®
Advisor

Deeya Selke
Client Service Manager

Coleman Sheehan
CPA, CFP®, MSA
Partner

Elizabeth Sheehan
J.D.
Family Office Strategist

Daniel Side
CFP®
Advisor

Tim Side
Research Analyst

Al Simmons
Partner

Kellan Slattery
CFP®, CRPC™
Client Service Manager

Claire Snider
Client Service Manager

Randall Stauder
Portfolio Strategist

John Steffens
CPA, MBA
Partner

Hannah Stepenoff
Client Service Manager

Trevor Stone
CPA , CFP®
Senior Advisor

Jennifer Suda
Senior Retirement Plan Client Service Manager

Christie Swacil
Client Service Manager

Lindsay Taylor
J.D., CFP®
Senior Advisor

Jen Terrell
Client Service Administrator

Shauna Thomas
Client Service Administrator

Julie Thomas Sward
J.D., AEP®, CFP®
Partner

Michael Torney
J.D., CFP®, LL.M.
Senior Advisor

Kaitlynn Tretter
Client Service Manager

Danton Troyer
CFP®
Partner

Benjamin Trujillo
J.D., LL.M.
Senior Advisor

Lauren Turner
CFP®
Advisor

Jennifer Twohy
Concierge Services

Geneen Von Kloha
MBA, CTFA
Advisor

Mike Vredenburgh
CFP®, AIF®, ChFC®
Advisor

Daniel Wacker
Client Service Manager

Kevin Ward
CFP®
Advisor

Mike Warner
J.D., CFP®
Advisor

Nicholas Warren
CFP®
Advisor

Douglas Weber
CPA, PFS
Partner

Linda Weber
Client Service Administrator

Mark Webster
Research Analyst

Jackson Wegner
CFP®
Advisor

Vicki Welsh
Executive Assistant

Daniel West
CPA, CFP®, PFS, AWMA
Partner

Joseph West
MBA, CPA, CFP®
Advisor

Jerry West
CFA, CAIA, CRPC™, AIF®
Senior Advisor

David Wickenhauser
CFA®, CFP®, MBA
Investment Strategist

Ron Wienstroer
CPA
Partner

Bethany Wilkinson
Chief Talent Officer

Laura Williams
Client Service Manager

Tara Wilson
Concierge Services

Derek Wilton
CPA, CFP®
Senior Advisor

Jake Winegrad
AIF®, CFP®
Partner

Farah Winkler
CFP®, AWMA®, AIF®, ChSNC®
Senior Advisor

Brendon Winkler
Alternative Investment Data & Administration Lead

Rebecca Wipfler
Client Service Manager

Jeffrey Wist
J.D., CFP®
Partner

Brett Woodruff
VP of Analytics

Keenan Wood
Advisor

Amanda Young
Senior Client Service Manager

Kristen Zlatic
MBA
Senior Client Service Manager
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