Lanette Dehoff

Accounting & Office Manager

Marcus Schafer, CFP­®, MBA

Director of Growth

Justin Brown, CFA

Director of Investments

Erin McCabe, CDMP

Marketing Manager

Edward Andoh, FPQP®

Private Client Service Specialist

Monyai Stukes

Senior Institutional Client Service Specialist

Jeremy Stack, CFP®

Financial Advisor

Ryan Stark, CFP®

Director of Financial Planning & Participant Engagement

Alexander Buchholz, MBA

Investment Associate