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Our People




Greg Friedman
MS, CFP®

Founder & Chief Executive Officer

Susan Dickson
ED.D, MBA

Chief Operating Officer, Principal

Justin Hult
MBA, CFA

Director of Investment Operations, Chief Compliance Officer, Principal

Sarah Wotherspoon
MS, CFP®, CDFA®

Director of Wealth Management, Principal

Channing Hussey

Director of Operations, Principal

Suzanne Williamson

Director of Client Services, Principal

Cynthia Greenfield

Director of Client Engagement and Success, Principal

Paul Sturm

Director of Information Technology, Principal

Angela Giombetti

Director of Marketing

Julie A. Back
CFP®

Advisor, Principal

Bill Bockwoldt
MBA, CFP®

Advisor, Principal

Norm M. Boone
MBA, CFP®

Senior Advisor, Principal

Justin deTray
CFP®

Advisor, Principal

Kevin Gahagan
CFP®, CIMA®

Advisor, Principal

B. Kelly Keydel
CFP®, MBA, CDFA®

Advisor, Principal

Sabrina Lowell
CFP®, CPCC

Advisor, Principal

M. Zach Mangels
MSFP, CFP®

Advisor, Principal

Lisa Peters
CFP®, CDFA®

Advisor, Principal

Chip Pyfer
JD, CFP®

Advisor, Principal

John (Mac) Dunstan
CFP®

Advisor

Mary Ballin
CFP®, CDFA®

Advisor

Steve Branton
CFP®

Advisor

Stephen Kepler
CFP®

Advisor

Liz Revenko
MBA, CFP®

Advisor

Amanda C. Fox
MBA

Advisor

Rob Lane
CFP®

Advisor

Kurt Ludke

Advisor

Tim Talbott
MA, FPQP™

Paraplanner

Sheila Schroeder

Business Development Officer

Nick Bussard

Paraplanner

Shelby Stahr
FPQP™

Advisor

Frank J. Jones
PH.D, MBA, MS

Investment Committee Co-Chair, Principal

Richard Stone
CLU, CFP®

Founder & Chairman, Emeritus

Frederick E. Dopfel
PH.D

Investment Committee Co-Chair, Principal

Max Holvik
CFA, CAIA®

Investment Research Manager, Principal

Tim Curley

Senior Portfolio Manager

Tanya Rhodes
CFA®, CFP®

Portfolio Manager

Diane Cauchois

Investment Operations Specialist

Deborah Gibbs

Investment Operations Specialist

Zach Schlaht

Investment Operations Specialist

Dave Cowles
CFP®, CPA-Retired

Senior Investment Operations

Sim Bajaj

Senior Client Service Specialist

Karolina Chernyak

Senior Client Service Specialist

Dave Scuitto

Senior Client Service Specialist

Melissa Cheong
FPQP™

Senior Client Service Specialist

Dana Armstrong

Client Service Associate

André De Jong

Client Service Specialist

Heather Martin

Client Service Specialist

Marco Oropeza

Client Service Specialist

Deborah Pennington

Client Service Specialist

Simmi Dhaliwal

Marketing Coordinator

Marla Mulligan

Office Manager

Destiny Everett

Office Manager