Lori Van’t Zelfden

Director, Client Communications

Marcus Schafer, CFP­®, MBA

Director of Growth

Matthew R. Cellini, AIF®

Partner & Practice Lead

Max Herbkersman, CFP®

Financial Advisor

Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Ryan Stark, CFP®

Director of Financial Planning & Participant Engagement

Reiley Crosby, CRPS™, AIF®

Partner & Senior Financial Advisor

Monyai Stukes, CRPS™

Senior Institutional Client Service Specialist

Owen Demmerly, CFP®

Partner & Senior Financial Advisor