Justin Brown, CFA

Director of Investments

Erin McCabe

Marketing Manager

Max Herbkersman

Financial Planner

Edward Andoh

Private Client Service Specialist

Monyai Stukes

Senior Institutional Client Service Specialist

Jeremy Stack, CFP®

Financial Advisor

Ryan Stark, CFP®

Senior Financial Planner

Alexander Buchholz, MBA, AAMS®

Investment Associate

Lori Van’t Zelfden

Director, Client Communications