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
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
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