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Luke Anderson

Investment Analyst

Michael J. Anderson

Michael J. Anderson, JD, CFP®

Senior Wealth Manager; Partner

Danielle Barfield

Manager of Client Operations

Grant Bennett

Grant Bennett

Portfolio Analyst

Colin Bindner

Colin Bindner, CFP®

Wealth Manager

Matt Borowski

Matt Borowski, CPWA®, CIMA®

Senior Wealth Manager; Partner

Caleb Brian

Caleb Brian, CFP®

Senior Director of Wealth Planning

Cole Bruns

Wealth Analyst

Ryan Cafiero

Client Operations Analyst

Caleb Clasen

Associate Wealth Manager

Braden Cole, CFA®

Senior Director of Wealth Management

Chris Conlan

Chris Conlan, CFA®

Director of New Client Relationships

Kellie headshot

Kellie Crewse, CPWA®

Senior Wealth Manager

Paula Davis headshot

Paula P. Davis

Managing Director, Partnership Integration; Partner

Trevor Dunfee

Associate Wealth Manager

Adam Farris

Adam Farris, CFP®, CPA

Wealth Manager

Colton Galvan

Senior Client Operations Analyst

Mark Gehlbach

Mark Gehlbach, CPWA®

President, Co-founder

Tino Gonzales

Business Operations Analyst

Anna headshot

Anna Hamilton, CFP®

Associate Wealth Manager

Connor Harder

Connor Harder

Associate Wealth Manager

Brian Heider

Brian Heider, CFA®, CAIA®

Senior Director of Investments; Partner

Doug Hudson

Senior Director of Growth Strategy

Blake Kinney

Blake Kinney

Director of Business Operations

164

Cumulative years of managing private and generational wealth

Zachary A. Kuhlman

Senior Director of Wealth Management

Mary Claire Leath

Office Coordinator

Stephanie Magilow

Executive Assistant

Dhruv Maniktala

Dhruv Maniktala, CFA®

Chief Investment Officer; Partner

Jay McAuley

Jay McAuley

Senior Director of Strategic Relationships

Jamil McNeal

Jamil McNeal, CFA®, CAIA®

Director of Investments, Private Markets

Preston Morrison

Preston Morrison, CFP®

Associate Wealth Manager

Andrew Oberst

Andrew Oberst, CFP®

Manager of Trading

Nick Parenica

Client Operations Analyst

Chris Pate

Chris Pate

Chief Operating Officer; Partner

Matt L. Peden, CFA®

Senior Director of Investments

Vanessa Ramic

Vanessa Ramic

Senior Director of Client Operations

Armando Ramirez

Client Operations Analyst

Lily Rowe

Lily Rowe

Business Development Analyst

Ivan headshot

Ivan Salazar, CFP®, APMA®

Wealth Manager

Jamie Scott

Jamie Scott, CFP®

Manager of Wealth Planning

Tara L. Scottino

Tara L. Scottino, CFP®

Senior Wealth Manager; Partner

William Sharp

William Sharp

Managing Director of Finance; Chief Compliance Officer; Partner

Marisa Helland

Marisa Trevino

Senior Portfolio Analyst

Danielle Walker

Director of Investor Relations

Drew Waymire

Client Operations Analyst

Holly Wilkins

Holly B. Wilkins

Director of Marketing

Scott A. Wood, CIMA®, CPWA®

Chief Executive Officer, Co-founder

Sofia Young

Associate Wealth Planner

2

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