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.

Hannah Ashbee
Hannah Ashbee
Wealth Strategist
Deb Bailey
Deb Bailey
Technology Coordinator & Project Manager
Kim Baker
Kim Baker
Vice President, Administrative Team
Channing Bass
Channing Bass
Senior Associate
Erin Baumrucker
Erin Baumrucker
Investment Team & Strategic Initiatives Administrative Coordinator
Ben Beavers
Ben Beavers
Partner, Founder & Chairman
Matt Bonaguidi
Matt Bonaguidi
Partner & Advisor
Deanna Bonder
Deanna Bonder
Assistant Vice President, Human Resources
Les Carter
Les Carter
Advisor
Alex Chamberlin
Alex Chamberlin
Associate
James Clifford
James Clifford
Client Services Analyst
David Colton
David Colton
Partner & Advisor
Noelle Cruz
Noelle Cruz
Marketing & Business Development Associate
Steve Czocher
Steve Czocher
Advisor
Amanda DeHaan
Amanda DeHaan
Partner & Head of Human Resources
Sam Demaree
Sam Demaree
Associate
Beau Feeny
Beau Feeny
Business Analyst
Rachael Forbes
Rachael Forbes
Custodian Operations Analyst
Palak Garg
Palak Garg
Operations Analyst
Kayla Green
Kayla Green
Administrative Assistant
Justin Gullman
Justin Gullman
Partner & Advisor
Melissa Harkenrider
Melissa Harkenrider
Office Coordinator
Marge Hembree
Marge Hembree
Administration & Project Support Specialist
Kim Kamin
Kim Kamin
Partner & Chief Wealth Strategist
Maria Leirkjaer
Maria Leirkjaer
Senior Investment Analyst
Coco Li
Coco Li
Investment Officer
Steve Loman
Steve Loman
Partner & Investment Officer
Allison Lurie
Allison Lurie
Vice President, Client Service
Allie Marcus
Allie Marcus
Operations Analyst
Jeanne Masa
Jeanne Masa
Vice President, Business Intelligence & Information Architecture
Meredith Mendes
Meredith Mendes
Partner & Chief Operating Officer
Matthew Milligan
Matthew Milligan
Controller
Ryan Moran
Ryan Moran
Advisor
Lee Morava
Lee Morava
Partner & Advisor
Shannon Morris
Shannon Morris
Assistant Vice President, Client & Custodian Operations
Jack Morrissey
Jack Morrissey
Client Services Analyst
Robert Nanney
Robert Nanney
Chief Compliance Officer
Ted Neild
Ted Neild
Partner, Chief Executive Officer & Chief Investment Officer
Shafer Nelson
Shafer Nelson
Custodian Operations Analyst
Alexandra Nelson
Alexandra Nelson
Senior Associate
Ryan Nelson
Ryan Nelson
Custodian Operations Analyst
Nicole Perkins
Nicole Perkins
Partner & Director of Client Experience & Development
Christina Pucek
Christina Pucek
Senior Associate
Michelle Quinn
Michelle Quinn
Associate
Emma Rademaker
Emma Rademaker
Client Service Coordinator
Emily Reinke
Emily Reinke
Senior Investment Operations Analyst
Nate Rezin
Nate Rezin
Senior Associate
Joe Richardson
Joe Richardson
Partner & Manager of Investment Operations and Finance
David Salsburg
David Salsburg
Partner, Founder & President
Jennifer Scalise
Jennifer Scalise
Senior Associate, Investment Operations
Greg Schneiderman
Greg Schneiderman
Partner, Senior Investment Strategist & Advisor
Toufik Simo
Toufik Simo
Business Intelligence Analyst
Joe Simpson
Joe Simpson
Partner & Portfolio Manager
Amber Stewart
Amber Stewart
Partner & Advisor
Leisa Storbeck
Leisa Storbeck
Partner & Advisor
Sonia Styrczula
Sonia Styrczula
Business Intelligence Developer
Kimberly Tsarpalas
Kimberly Tsarpalas
Associate
Sean Warrington
Sean Warrington
Partner & Portfolio Manager
Kyra Welciek
Kyra Welciek
Senior Investment Operations Business Analyst
Jeff Wille
Jeff Wille
Senior Associate
Tom Yeoh
Tom Yeoh
Investment Analyst
Irene Zhang
Irene Zhang
Investment Associate
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