Colleen Casper

Director of Operations

Alan Chambers CPA

Senior Wealth Manager

Will Clark CPA, CFP®

Wealth Manager

Julie DeCicco

Client Service Specialist

Meg Di Giulio

Shareholder & Chief Operating Officer

Nancy Fehrenbach CFP®, CFA

Wealth Manager

Greg Foss AIF®, CEBS

Director of Retirement Plan Services

Tim Hattendorf QPA

Retirement Plan Advisor

Katie Krase

Shareholder & Director of Compliance and Systems

Zach Leonard

Lead Associate Wealth Manager

Sherene Meier CPA

Lead Associate Wealth Manager

Sherry Meszaros

Operations Manager

Eric Miller CFP®

Wealth Manager

Ari Nadler CPA

Portfolio Manager

Mike Nadler CPA, CFP®, PFS™

Founder & President, Co-CIO

Eric O’Brien CFP®, AEP®, TPCP®

Wealth Manager

Rachelle Palmer

Director of Data Management and Systems Engagement

Matt Parrish

Senior Systems Administrator

Hevan Patel

Associate Wealth Manager

Rebecca Raff CFP®

Shareholder & Managing Director

David Rosenberg

Shareholder, Director of Investment Management & Co-CIO

Laura Scholl

Operations Manager

Cindy Schulze

Senior Wealth Manager

Phil Sloan CPA, CFP®, ChFC®, CLU®, PFS™

Shareholder & Senior Wealth Manager

Kimberly Stacy CPA

Lead Associate Wealth Manager

Samantha Trevino

Office Assistant

Samuel Velblum

Associate Wealth Manager

Michelle Weiner

Firm Executive Assistant

Brian Wendt

Director of Client Service

Zachary Zewiske CFP®

Lead Associate Wealth Manager