Greg Friedman
MS, CFP®
Founder & Chief Executive Officer
Sarah Wotherspoon
MS, CFP®, CDFA®
Director of Wealth Management, Principal
Justin Hult
MBA, CFA
Director of Investment Operations, Chief Compliance Officer, Principal
Mike Sbrocco
MBA
Chief Financial Officer
Cynthia Greenfield
CPCC
Chief Experience Officer
Channing Olson
Director of Operations, Principal
Sabrina Lowell
CFP®, CPCC®
Advisor | Managing Partner
B. Kelly Keydel
CFP®, MBA, CDFA®
Advisor | Managing Partner
Paul Sturm
Director of Information Technology, Principal
Suzanne Williamson
Director of Client Services, Principal
Angela Giombetti
Director of Marketing
Susan Dickson
ED.D, MBA
Chief Operating Officer (Retired), Principal
Julie A. Back
CFP®
Advisor, Principal
Bill Bockwoldt
MBA, CFP®
Advisor, Principal
Norm M. Boone
MBA, CFP®
Senior Advisor, Principal
Justin deTray
CFP®
Advisor and Principal
Kevin Gahagan
CFP®, CIMA®
Advisor, Principal
M. Zach Mangels
MSFP, CFP®
Advisor, Principal
Lisa Peters
CFP®, CDFA™
Advisor, Principal
Chip Pyfer
JD, CFP®, CIMA®, CPWA®
Advisor, Principal
John (Mac) Dunstan
CFP®
Advisor
Steve Branton
CFP®, CPCC®
Advisor, Principal
Stephen Kepler
CFP®, CDFA®
Advisor
Amanda C. Fox
MBA, CFP®
Advisor
Rob Lane
JD, MBA, LL.M., CFP®
Advisor
Sheila Schroeder
Business Development Officer
John Thiel
CFP®, MBA
Advisor
Tim Talbott
MA, CFP®
Paraplanner
Nick Bussard
CFP®
Paraplanner
Julie Penwell
Paraplanner
Frederick E. Dopfel
PH.D.
Investment Committee Chair, Principal
Zach Schlaht
Investment Research Analyst
Tim Curley
Senior Portfolio Manager
Tanya Rhodes
CFA®, CFP®
Portfolio Manager
Diane Cauchois
Portfolio Manager
Deborah Gibbs
Investment Operations Specialist
Jack Mazzera
Investment Operations Specialist
Sim Bajaj
Senior Client Service Specialist
Karolina Chernyak
FPQP™
Senior Client Service Specialist
Dave Scuitto
Senior Client Service Specialist
Carolyn Jerome
Finance and Human Resources Manager
Dana Armstrong
Office Coordinator
Heather Martin
Systems Administrator and Trainer
Courtney Roberts
Office Coordinator
Deborah Pennington
Client Service Specialist
Melissa Restivo
FPQP™
Client Service Specialist
Petra Braaksma
Client Service Specialist
Marla Mulligan
Office Manager
Nick Walser
Client Service Specialist
