Marcus Schafer, CFP­®

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®

Senior Financial Planner

Alexander Buchholz, MBA, AAMS®

Investment Associate

Lori Van’t Zelfden

Director, Client Communications