Edward Andoh, FPQP®

Senior Private Client Service Specialist

Staci Bondura, FPQP®

Associate Director & Team Lead

Justin Brown, CFA

Partner & Director of Investments

Angela Carne

Senior Private Client Service Specialist

Jacob Carson, AIF®

Relationship Manager

Amber Cofield

Investment Operations Associate

Casey Crawford, CRPS™, AIF®

Senior Relationship Manager

Rebecca Davis

Partner & Director of Operations

Lanette Dehoff

Accounting & Office Manager

Lewis Goodman

Senior Technology Analyst

Amanda Janaszek

Associate Director & Team Lead

Erin McCabe, CDMP

Senior Marketing Manager

Amber Patton-Quartz

Private Client Service Specialist

Greg Plechner, CFP®, ChFC®, CLU®, CASL®, EA

Partner & Practice Lead

Bill Schirmacher, CPA

Partner & Senior Data Operations Manager

Jeremy Stack, CFP®

Financial Advisor

Laura Stoner

Director of People Operations

Monyai Stukes, CRPS™

Senior Institutional Client Service Specialist

Aaron Tawil, CFP®

Partner, Chief Operating Officer & Chief Compliance Officer

Christine Weit, FPQP®

Director of Client Experience