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®

Advisor

Chad Murray

Financial Advisor

Bradley E. Noland, CFP®

Senior Advisor

Samuel Ogbonna, CFP®, AWMA®

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

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

Rosie Pedraza

Senior Client Service Associate

Laura Pond

Senior Portfolio Administrator