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Our People




Greg Friedman
MS, CFP®

Founder & Chief Executive Officer

Susan Dickson
ED.D, MBA

Chief Operating Officer, Principal

Richard Stone
CLU, CFP®

Founder & Chairman, Emeritus

Julie A. Back
CFP®

Advisor, Principal

Bill Bockwoldt
MBA, CFP®

Advisor, Principal

Justin deTray
CFP®

Advisor, Principal

John (Mac) Dunstan
CFP®

Advisor

Amanda C. Fox
MBA

Advisor

B. Kelly Keydel
CFP®, MBA, CDFA®

Advisor, Principal

Rob Lane
JD, MBA, LL.M., CFP®

Advisor

M. Zach Mangels
MSFP, CFP®

Advisor, Principal

Lisa Peters
CFP®, CDFA®

Advisor, Principal

Chip Pyfer
JD, CFP®

Advisor, Principal

Sarah Wotherspoon
MS, CFP®, CDFA®

Director of Wealth Management, Principal

Tim Talbott
MA, FPQP™

Paraplanner

Nick Bussard

Paraplanner

Frank J. Jones
PH.D, MBA, MS

Investment Committee Co-Chair, Principal

Frederick E. Dopfel
PH.D

Investment Committee Co-Chair, Principal

Justin Hult
MBA, CFA

Director of Investment Operations, Chief Compliance Officer, Principal

Max Holvik
CFA, CAIA®

Investment Research Manager, Principal

Tim Curley

Senior Portfolio Manager

Diane Cauchois

Investment Operations Specialist

Tanya Rhodes
CFA®, CFP®

Portfolio Manager

Suzanne Williamson

Director of Client Services, Principal

Dana Armstrong

Client Service Associate

Karolina Chernyak

Client Service Specialist

Deborah Gibbs

Lead Client Service Specialist

Heather Martin

Client Service Specialist

Marco Oropeza

Client Service Specialist

Deborah Pennington

Client Service Specialist

Dave Scuitto

Senior Client Service Specialist

Paul Sturm

Director of Information Technology, Principal

Simmi Dhaliwal

Marketing Coordinator

Angela Giombetti

Director of Marketing

Cynthia Greenfield

Director of Client Engagement and Success

Marla Mulligan

Office Manager