Our Team

Our Amazing People

Jeff Chase

Senior Vice President, Wealth Management, Senior Wealth Manager

Jessica Blake, CTFA

Senior Wealth Manager

Dan Kain

Senior Wealth Manager

Jamie Shelton

Senior Wealth Manager

Hannah Burchell

Senior Wealth Manager

Adeeb Chowdhury

Financial Planner

Alex lerardi

Financial Planner

Matt Goliber

Manager, Wealth Management Operations

Tiffany Dodd

Wealth Management Operations Specialist

Quin Ingraham

Financial Planner

Nick Ippolito

Financial Planner

Amanda Dann

Investment Operations Associate

Brad Eaton

Sr. VP Investment Services

CJ Gettelfinger, AIF®

Investment Planner

Jacob Martin

Investment Associate

Lucas Nulsen, AIF®

Investment Planner

Tyler Sherven, AIFA®

Manager of Institutional Services, Sr. Investment Planner

Kerstin Driscoll-Witt

Director of Qualified Plans, Sr. Retirement Plan Navigator

Lori Zawiski

Client Services Specialist

Tonya Laughing

Client Services Specialist

David Nirchi

Chief Operating Officer

Todd Wilcox CMFC®, CFIRS®, AIF®

Chief Compliance Officer

Travis Maus, AIFA®

Chief Executive Officer