OUR TEAM

AllBusiness DevelopmentBusiness OperationsClient Financial PlanningClient OperationsClient Wealth ManagementInstitutional ServicesInvestment Policy Committee (IPC)Investments/ResearchLeadershipShareholders

Scott A. Wood, CIMA®, CPWA®

Mark Gehlbach, CPWA®

Lisa Anderson, CDFA

Michael J. Anderson, JD, CFP®

Brooke - ASSOCIATE WEALTH MANAGER

Brooke Balentine

Matt Borowski, CPWA®

Katie Botik, VP Human Resources

Katie Botik

Ryan Brown

Crystal Bradley

Julie Broda, CLIENT SERVICE SPECIALIST

Julie Broda

Chris Conlan

Paula P. Davis

Connor Gross: Investment Manager

Connor Gross

Brian Heider, CFA®, CAIA®

Blake Kinney, Business Operations Analyst

Blake Kinney

Dhruv Maniktala, CFA®

Shawn Miles - ASSOCIATE WEALTH MANAGER

Shawn Miles

Michael D. Miller, CPA

Andrew Oberst

Vanessa Ramic, Director of Operations

Vanessa Ramic

Danielle - CLIENT SERVICE SPECIALIST

Danielle Schneider

Tara L. Scottino, CFP®

William Sharp

Paige Davis Voigt - ASSOCIATE WEALTH MANAGER

Paige Davis Voigt

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