Principals: Meet the owners.

Rob Francais CPA
Chief Executive Officer, Principal

Profile

Michael Kossman CPA
Chief Operating Officer and Chief Compliance Officer, Principal

Profile

Tom Tracy MBA, CFA, CFP®
Chief Client Officer, Principal

Profile

Bret Magpiong MBA, CPA
Chief Financial Officer and Managing Director of Family Office Services, Principal

Profile

John Allen CFA, CAIA
Chief Investment Officer, Principal

Profile

Ken Anderson JD
Director of Wealth Management, Principal

Profile

Michael S. Angell CPA
Director of Wealth Management, Principal

Profile

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

Profile

Sandi Bragar CFP®
Director of Wealth Management, Principal

Profile

Lisa Colletti JD, CFP®
Director of Planning, Principal

Profile

John Collins MBA, CFA
Director of Investment Advisory, Principal

Profile

Kelly Cruz JD
Director of Strategic Planning, Principal

Profile

Cammie Doder MBA
Director of Business Development, Principal

Profile

Sherri Dorton
Director of Human Resources, Principal

Profile

Raymond Edwards CPA
Director of Tax Services, Principal

Profile

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

Profile

Linda Fitz CFP®
Director of Wealth Management, Principal

Profile

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

Profile

Carl Forster
Director of Investment Advisory, Principal

Profile

Lorraine Fox MBA
Director of Wealth Management, Principal

Profile

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

Profile

David Grecsek MBA, CFA
Director of Investment Strategy & Research, Principal

Profile

Andy Hamilton CFP®
Director of Wealth Management, Principal

Profile

Phil J. Kastenholz CPA, CFA, CFP®
Director of Investment Advisory, Principal

Profile

Young Kim
Managing Director of Investment Operations, Principal

Profile

Ginny King JD
Director of Wealth Management, Principal

Profile

Tim Kochis JD, MBA, CFP®
Principal

Profile

Mary Ellen Krueger CIMA®
Director of Investment Advisory, Principal

Profile

Sam Lee MBA
Director of Investment Advisory, Principal

Profile

Nikki Michelini CPA
Director of Wealth Management, Principal

Profile

Eric Montgomery
Director of Finance, Principal

Profile

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

Profile

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

Profile

Song Park
Director of Wealth Management, Principal

Profile

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

Profile

Marc Primiani JD, LL.M
General Counsel and Director of Strategic Planning, Principal

Profile

Timothy K. Reynolds MSFS, CLU, ChFC, CFP®, CIMA®
Director of Investment Advisory, Principal

Profile

Greg Schick CFP®
Director of Wealth Management, Principal

Profile

Peter Schwartz CIMA®
Director of Investment Advisory, Principal

Profile

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

Profile

Bob Wagman JD, MBA
Principal

Profile

Bradley A. Weber CPA
Director of Investment Advisory, Principal

Profile

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

Profile

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

Profile