National Leadership Team: a potent mix of vision, strategy and innovation.

Rob Francais CPA
Chief Executive Officer, Partner

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John Allen CFA®, CAIA
Chief Investment Officer, Partner

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Helen A. Dietz CFP®
Managing Director in Total Wealth Management, Partner

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Cammie Doder MBA
National Director of Marketing, Partner

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Sherri Dorton
Director of Human Resources, Partner

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Shanda Gentry
Director of Compliance & Records Management

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Doug Hendrickson
Chief Financial Officer, Partner

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Young Kim
Managing Director of Investment Operations, Partner

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

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Bret Magpiong MBA, CPA
Chief Practice Officer, Partner

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John P. Petrie CPA, CFP®, CIMA®
Managing Director in Total Wealth Management, Partner

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Marc Primiani JD, LL.M
General Counsel and Director in Strategic Planning, Partner

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

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Orin Winick
National Director of Investment Advisory, Partner

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