Joshua Aldus
Wealth Advisor
Mark Bodnar
CFP® CLU® ChFC®
Partner/Wealth Advisor
Partner
Lisa Bolden
Office Manager
Jordan Colman
CFP® AIF® CDFA®
William Dillenburger
Client Service Associate
Susan Farlow
Kimberly Fuson
Tamrin Gorham
Theresa Haney
Lillian Hughett
Donald Hughett
AIF®
Michael Ingram
CFP® AIF®
Brenda Keefe
Brad Lauch
Abbey Lenox
Mariano Llosa
Susan McHugh
Investment Operations Specialist
Xavier Mendoza Jr.
RICP®
Maxim Meyers
Partner/CEO/CCO
Maureen Miller
Ryan Morse
Dana Peacock
CDFA®
Brian Price
Investment Analyst
Glynnis Reinhart
RICP® CLTC®
Robert Ridgley
CFA®
Chief Investment Officer
Ksenia Sarkisova
CFP®
Kristin Schur
Ryan Sellars
Andrew Seni
Justin Setzekorn
Ashley Seyberth
Stephanie Stegmuller
Alicia Strohmeier
Marketing Associate
Luis Strohmeier
CFP® CLU® ChFC® CDFA® ADFA® RICP® AFC®
Sebastian Vidal
Kurt Volker
Marc Wagner
Partner/CFO
Nick Wheeler
Director of Investment Operations
David Yeazell
