Locations:

Edward Andoh, FPQP®

Senior Private Client Service Specialist

Staci Bondura, FPQP®

Associate Director & Team Lead

Justin Brown, CFA

Partner & Director of Investments

Mickey Bueno

Financial Planner

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 Finance

Timothy J. Decker

Partner & Managing Director

Lanette Dehoff

Accounting & Office Manager

Lewis Goodman

Senior Technology Analyst

Kristina Groff, CFP®, EA

Senior Financial Advisor

Amanda Janaszek

Associate Director & Team Lead

Anthony Knight, CFP®

Senior Financial Advisor

Andrew Linn

Senior Financial Planner

Erin McCabe, CDMP

Senior Marketing Manager

Andrew Nell, CFP®

Senior Financial Advisor

Amber Patton-Quartz

Private Client Service Specialist

Laura Peace

Partner & Senior Financial Advisor

Bill Schirmacher, CPA

Partner & Senior Data Operations Manager

Renee Slaymaker

Administrative Associate

Laura Stoner

Director of People Operations

Monyai Stukes, CRPS™

Senior Institutional Client Service Specialist

Aaron Tawil, CFP®

Partner, Chief Operating Officer & Chief Compliance Officer

Lori Van’t Zelfden

Director of Client Communications

Christine Weit, FPQP®

Director of Client Experience