Rob Francais CPA
Chief Executive Officer, Partner, Member of Board of Directors
John Allen CAIA, CFA®
Chief Investment Officer, Partner
Lynne Born
Chief Practice Officer, Partner
Sandi Bragar CFP®
Chief Client Officer, Partner
Lisa Colletti CFP®, JD
Managing Director in Exclusive Family Office, Partner
Helen A. Dietz CFP®
Managing Director in Total Wealth Management, Partner
Cammie Doder MBA
Chief Marketing Officer, Partner
Shanda Gentry IACCP®
Chief Compliance Officer, Partner
Summer Hammons PHR
Chief People Officer, Partner
Doug Hendrickson MBA
Chief Financial Officer, Partner
Young Kim
Managing Director – Client Service Operations, Partner
John P. Petrie CFP®, CIMA®, CPA
Managing Director in Total Wealth Management, Partner