A team of experts at your service.

Team

We’ve always believed our clients deserve the very best. That’s why we invite only the most talented and original thinkers to join our firm.

We’re a team of perfectionists who share the strongest commitment to the pursuit of knowledge and a passion for delivering world-class service. Working seamlessly across the firm, we collaborate to deliver advice grounded in years of experience and deep technical expertise. For each and every one of our families: our team is your team.

Deb Bailey
Deb Bailey
Technology Coordinator & Project Manager
Kim Baker
Kim Baker
Vice President, Administrative Team
Eesha Bansal
Eesha Bansal
Business Development and Marketing Analyst
Channing Bass
Channing Bass
Senior Client Service Associate
Erin Baumrucker
Erin Baumrucker
Investment Team Coordinator
Ben Beavers
Ben Beavers
Partner, Founder & Chairman
Brayden Bennell
Brayden Bennell
Client Service Associate
Matt Bonaguidi
Matt Bonaguidi
Partner & Advisor
Deanna Bonder
Deanna Bonder
Assistant Vice President, Human Resources
Gabriela Borges
Gabriela Borges
Administrative Assistant
Les Carter
Les Carter
Partner & Advisor
Alex Chamberlin
Alex Chamberlin
Senior Client Service Associate
Alexandra Cheney
Alexandra Cheney
Client Service Analyst
Kelsey Clark
Kelsey Clark
Client Service Analyst
James Clifford
James Clifford
Client Services Analyst
David Colton
David Colton
Partner, Practice Leader: Multigenerational Families & Advisor
Myrna Cox
Myrna Cox
Client Service Associate
Noelle Cruz
Noelle Cruz
Assistant Vice President, Business Development & Marketing
Kyra Czesny
Kyra Czesny
Senior Business Intelligence Analyst & Project Manager
Stephen Czocher
Stephen Czocher
Advisor & Manager, Family Office Services
Amanda DeHaan
Amanda DeHaan
Partner & Chief Human Resource Officer
Sam Demaree
Sam Demaree
Senior Client Service Associate
Beau Feeny
Beau Feeny
Assistant Vice President, Manager, Business Analysis
Rachael Forbes
Rachael Forbes
Senior Client Service Analyst
Justin Gullman
Justin Gullman
Partner & Advisor
Melissa Harkenrider
Melissa Harkenrider
Office Coordinator
Marge Hembree
Marge Hembree
Administration & Project Support Specialist
Jenniffer Hernandez
Jenniffer Hernandez
Business Intelligence Analyst
Azalea Hinojosa
Azalea Hinojosa
Investment Team Coordinator
Eric Jones
Eric Jones
Operations Analyst
Jeremy Joseph
Jeremy Joseph
Advisor
Kim Kamin
Kim Kamin
Partner & Chief Wealth Strategist
Jennifer Kane
Jennifer Kane
Client Service Associate
Patrick Kerstetter
Patrick Kerstetter
Investment Analyst
Evan Kovatch
Evan Kovatch
Investment Analyst
Jonathan Lee
Jonathan Lee
Associate Wealth Strategist
Maria Leirkjaer
Maria Leirkjaer
Investment Associate
Coco Li
Coco Li
Investment Officer
Kelsey Lin
Kelsey Lin
Operations Analyst
Steve Loman
Steve Loman
Partner & Investment Officer
Allison Lurie
Allison Lurie
Partner & Director of Operations
Allie Marcus
Allie Marcus
Operations Analyst
Jake McIntyre
Jake McIntyre
Client Service Analyst
Matthew Milligan
Matthew Milligan
Controller
Lee Morava
Lee Morava
Partner & Advisor
Shannon Morris
Shannon Morris
Assistant Vice President, Client Operations
Robert Nanney
Robert Nanney
Chief Compliance Officer
Ted Neild
Ted Neild
Partner, Chief Executive Officer & Chief Investment Officer
Alexandra Nelson
Alexandra Nelson
Senior Client Service Associate
Ryan Nelson
Ryan Nelson
Client Service Associate
Nicole Perkins
Nicole Perkins
Partner & Director of Client Experience & Development
Christina Pucek
Christina Pucek
Manager of Client Associates & Advisor
Michelle Quinn
Michelle Quinn
Senior Client Service Associate
Emma Rademaker
Emma Rademaker
Executive Assistant to the Wealth Strategy Team
Emily Reinke
Emily Reinke
Assistant Vice President, Client Operations
Bailey Reisman
Bailey Reisman
Client Service Associate
Joe Richardson
Joe Richardson
Partner & Manager of Investment Operations and Finance
Nicolas Rosas
Nicolas Rosas
Investment Operations Analyst
Ryan Rowley
Ryan Rowley
Technical Business Intelligence Analyst
David Salsburg
David Salsburg
Partner, Founder & President
Jennifer Scalise
Jennifer Scalise
Vice President, Investment Operations
Greg Schneiderman
Greg Schneiderman
Partner, Senior Investment Strategist & Advisor
Erica Simios
Erica Simios
Client Service Associate
Joe Simpson
Joe Simpson
Partner & Portfolio Manager
Kimberly Stacy
Kimberly Stacy
Client Service Associate
Cara Stenslik
Cara Stenslik
Client Service Associate
Amber Stewart
Amber Stewart
Partner & Advisor
Leisa Storbeck
Leisa Storbeck
Partner, Practice Leader: Professional Investors / Corporate Executives & Advisor
Kayla Walker
Kayla Walker
Client Service Coordinator
Sean Warrington
Sean Warrington
Partner & Portfolio Manager
Michele Yamin
Michele Yamin
Investment Operations Analyst
Tom Yeoh
Tom Yeoh
Senior Investment Analyst
Irene Zhang
Irene Zhang
Investment Officer
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