Andrew Linn

Senior Financial Planner

Renee Slaymaker

Administrative Associate

Lori Van’t Zelfden

Director of Client Communications

Monyai Stukes, CRPS™

Senior Institutional Client Service Specialist

Patrick Sweeney, CFP®

Financial Advisor

Staci Bondura, FPQP®

Associate Director & Team Lead

Rebecca Davis

Partner & Director of Finance

Amanda Janaszek

Associate Director & Team Lead

Laura Stoner

Director of People Operations