Our Team

Advisory

Jason Alderson CFP®, CDFA®

Financial Advisor

Justin R. Apt, CFA®

Managing Principal, Leadership Committee Member

Anna Bhai, CFP®

Advisor

Giles R. A. Fox, CFA®

Director of Research

Peter Keilman, CFA®, CFP®

Portfolio Manager

Darrell Laing, CFP®, ChFC®

Senior Advisor, Leadership Committee Member

Kevin McCulley, CFA®, CFP®

Senior Advisor

Rachel M. McGuire, CFA®, CFP®

Financial Advisor

Chad Murray

Financial Advisor

Bradley E. Noland, CFP®

Senior Advisor

Samuel Ogbonna, CFP®, CPWA®

Financial Advisor

Collin J. Schmidt, CFP®

Senior Advisor, Leadership Committee Member

Gary Wagner, JD

Managing Principal

Amy Warrender, CFP®

Senior Financial Planner

Operations & Client Service

Daphne Bytnar

Centralized Operations Specialist

Jessica Hannon

Senior Client Service Associate

Ricardo Hernandez

Client Service Associate

Nathan R. Howard

Chief Operating Officer & Chief Compliance Officer

Allison Jensen

Senior Client Service Associate

Heather Johnson

Senior Client Service Associate

Todd Kremer

Administrative Assistant

Kara Marsh

Compliance Specialist

Rosie Pedraza

Senior Client Service Associate

Laura Pond

Senior Portfolio Administrator