Our Team

Curious Strategic Expert

With decades of experience in multi-generational wealth management, our advisors focus on your family and your individual needs.

Category: Managers

Garrett Blair
Garrett Blair
Manager
Garrett Blair
Ryan Brandt, CPA
Ryan Brandt, CPA
Manager
Ryan Brandt, CPA
Lollie Coulter
Lollie Coulter
Manager
Lollie Coulter
Kendall Ducey, CPA
Kendall Ducey, CPA
Manager
Kendall Ducey, CPA
Adam Kerschinske
Adam Kerschinske
Manager
Adam Kerschinske
Carrie Kinealy
Carrie Kinealy
Manager
Carrie Kinealy
Andrea Knysak
Andrea Knysak
Manager
Andrea Knysak
Kevin Koyn
Kevin Koyn
Manager
Kevin Koyn
Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®
Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®
Manager
Jeffrey Meyers, Jr. CFA®, CFP®, FMVA®
Katharine Middleton
Katharine Middleton
Manager
Katharine Middleton
Caroline Moore
Caroline Moore
Manager
Caroline Moore
Jill Moore
Jill Moore
Manager
Jill Moore
Andrew Ogle, CPA
Andrew Ogle, CPA
Manager
Andrew Ogle, CPA
Anna Poppell
Anna Poppell
Manager
Anna Poppell
Taylor Richards
Taylor Richards
Manager
Taylor Richards
Trisha Rothgangel, CPA
Trisha Rothgangel, CPA
Manager
Trisha Rothgangel, CPA
Anna Rudoi, JD, MBA
Anna Rudoi, JD, MBA
Manager
Anna Rudoi, JD, MBA
Paul Ruppe, CFA®, CPA
Paul Ruppe, CFA®, CPA
Manager
Paul Ruppe, CFA®, CPA
Ken Stable, JD
Ken Stable, JD
Manager
Ken Stable, JD
Sean Sullivan, CFA®
Sean Sullivan, CFA®
Manager
Sean Sullivan, CFA®
Jenny Taylor
Jenny Taylor
Manager
Jenny Taylor
Klaire Whiteside, CFP®
Klaire Whiteside, CFP®
Manager
Klaire Whiteside, CFP®