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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