Advisors: At the service of your dreams.

Ken Anderson JD
Director of Wealth Management, Principal

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Michael S. Angell CPA
Director of Wealth Management, Principal

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Karen Blodgett MBA, CFP®
Director of Wealth Management, Principal

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Sandi Bragar CFP®
Director of Wealth Management, Principal

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Lisa Colletti JD, CFP®
Director of Planning, Principal

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Sandra Conners CPA, CFP®, CDFA™
Manager of Wealth Management, Principal

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Kelly Cruz JD
Director of Strategic Planning, Principal

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Helen Dietz CFP®
Director of Wealth Management, Principal

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Gregory P. Fasig CFA, CFP®
Director of Investment Advisory, Principal

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Donald M. Finsthwait
Director of Wealth Management

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Linda Fitz CFP®
Director of Wealth Management, Principal

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Mike Fitzhugh MBA, CFP®
Director of Wealth Management, Principal

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Lorraine Fox MBA
Director of Wealth Management, Principal

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Don Gettinger JD, CFP®, MA
Director of Wealth Management

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Michael V. Glowacki CPA, CFP®, MBT
Director of Wealth Management, Principal

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Brett Gookin JD, CFP®
Director of Wealth Management, Principal

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Andy Hamilton CFP®
Director of Wealth Management, Principal

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Neil C. Hokanson CFP®, MBA
Director of Wealth Management, Principal

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Lani Kapur CFP®
Manager of Wealth Management

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Ginny King JD
Director of Wealth Management, Principal

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John Kirkpatrick MBA
Director of Wealth Management, Principal

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Jason Kiss CFA, CFP®, CAIA
Director of Wealth Management, Principal

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Linda K. Kitchens CFP®
Director of Wealth Management, Principal

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Mary Ellen Krueger CIMA®
Director of Investment Advisory, Principal

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Nathan S. Kublank CFP®, CPWA®, AEP®
Director of Investment Advisory

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Nayan Lapsiwala CFP®, CFA, CAIA
Director of Wealth Management, Principal

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Nikki Michelini CPA
Director of Wealth Management, Principal

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Natalie Morrella CFP®
Manager of Wealth Management

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David Muchow MBA, CFP®
Manager of Investment Advisory, Principal

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Paul Nikolai MBA, CFP®
Director of Investment Advisory, Principal

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Song Park
Director of Wealth Management, Principal

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John P. Petrie CPA, CFP®, CIMA®
Director of Investment Advisory, Principal

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Mark D. Petrie CFA, CFP®
Director of Investment Advisory, Principal

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Talia Pierluissi CFP®, CDFA, MBA
Director of Wealth Management, Principal

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Myles D. Rush CFP®, M.S.
Manager of Wealth Management, Principal

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Greg Schick CFP®
Director of Wealth Management, Principal

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Peter Schwartz CIMA®
Director of Investment Advisory, Principal

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Adam Stanley CFP®, CIMA®, MBA
Manager of Investment Advisory, Principal

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Clay R. Stevens JD, LL.M.
Director of Strategic Planning, Principal

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Bradley A. Weber CPA
Director of Investment Advisory, Principal

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Michael Weissman CFP®, CIMA®
Director of Investment Advisory, Principal

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Orin Winick
National Director of Investment Advisory

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Regina Wohl CFA®, MBA
Manager of Wealth Management

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Jane Zaloudek MBA, CFP®
Director of Wealth Management, Principal

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