Our Team
Exceptional wealth management is driven by a multidisciplinary network of professionals dedicated to a culture of collaboration, specialized expertise, and a shared commitment to client success.
Leadership
Brent Gunn
Partner, Chief Information Officer
Chris Blakely
Partner, Regional Director, Portfolio Manager
Tom Brown
Partner, Regional Director, Wealth Advisor
Bud Rainsberger
Partner, Wealth Advisor, Regional Director
Scott Dorsey
Director of Data and Analytics
Kristin K. Emerson
Partner, Director of Partnership Success
Andrew Krcatovich
Director of Family Office Operations
Lynn Lackey
Director of Human Resources
Meredith Mays
Director of Family Office
Brian B. Musso
Strategic Advisor
Bradley J. Rathe
Partner, Senior Director of Portfolio Management
Kelly Roy
Director of Operations
Robyn Schubart
Director of Marketing
Sarah Wuellner
Managing Partner- Private Equity
No team members found for this letter.
Wealth Advisors
Michael Barranco
Partner, Wealth Advisor
Austin Barranco
Partner, Wealth Advisor
Carl “Brandt” McDonald
Partner, Wealth Advisor
Chad Conoly
Associate Wealth Advisor
Carl Schultz
Partner, Wealth Advisor
Colette Robinson
Wealth Advisor
Joe Belew
Wealth Advisor
Barry Paster
Partner, Wealth Advisor
Eric Jarvis
Partner, Wealth Advisor
Harve Menkens
Partner, Wealth Advisor
Paul Larkin
Wealth Advisor
Jack Adams
Partner, Retirement Plan Advisor
Brett Brownfield
Associate Wealth Advisor
Greg Conway
Wealth Advisor
Steven C. Causey
Retirement Plan Advisor
Charlie Adair
Partner, Wealth Advisor
Tim Metz
Wealth Advisor
Billy McMahon
Retirement Plan Advisor
Mark Aloisio
Partner, Wealth Advisor
Aaron Nelson
Partner, Wealth Advisor
Katie Scott
Associate Wealth Advisor
Eric Geary
Wealth Advisor
Cooper White
Partner, Wealth Advisor
Michael McBride
Wealth Advisor
Melissa L. Mueller
Wealth Advisor
Tony Cottone
Wealth Advisor
Chip Beard
Partner, Wealth Advisor
Ashley A. Constable
Tax Accountant
Bill Stone
Partner, Wealth Advisor
Mark Bauer
Wealth Advisor
Arthur Romano
Wealth Advisor
No team members found for this letter.
Financial Planning & Client Service
Jacqueline Costner
Senior Client Service Associate
Brett Moore Jr.
Partner - Real Estate
Nick German
Associate Financial Planner
Amy Miller
Senior Client Service Associate
Geatjen Deliscar
Client Service Associate
Jeannine Gushiken
Advisor Support Specialist
Emily Bennett
Senior Client Service Associate
Mackenzie Quinn
Associate Financial Planner
Abby Franz
Client Service Manager
Denise H. Coleman
Senior Client Service Associate
Jennifer B. Groulx
Client Service Manager
Jontisha Graves
Senior Client Service Associate
Anne Hagerty
Client Service Specialist
Trey Kirksey
Financial Planning and Analysis Analyst
Kristen Fenley
Client Service Associate
Karen Koch
Senior Client Service Associate
Charlie Hallene
Client Service Specialist
Mica Just
Senior Client Service Specialist
Nevan Patel
Associate Financial Planner
Cyndi Lasik
Senior Client Service Specialist
Anna Cate Goodson
Associate Financial Planner
Jolinda H. Hubbard
Senior Client Service Associate
Allan Mason
Senior Client Service Associate
Jessica Newton
Senior Client Service Associate
Natalie Trainor
Senior Client Service Associate
Sam MacKenzie
Vice President - Private Equity
Leigh Ann Thrash
Office Manager/Senior Client Service Associate
Lisa Bracken
Senior Advisor Support Specialist
Ritchie Hood
Partner, Senior Advisor Support Specialist
Victoria Bauer
Client Service Associate
Brenda Woltemath
Client Service Associate
Lori DeLaTorre
Associate Financial Planner
Samii Perkins
Senior Client Service Associate
Katy Hane
Associate Financial Planner
Kenneth Toledo
Associate Financial Planner
Dana Benson
Senior Client Service Associate
London McBride
Client Service Associate
Ajay Sasser
Client Service Associate
Kimberly D. Warner
Annual Plan Review Specialist
Molly Phalin
Client Service Specialist
Brandon Helmick
Senior Client Service Associate
Christina Kolb
Senior Client Service Associate
Justin Herlien
Client Service Associate
Novlett Perez
Client Service Associate
Megan Ulmer
Paraplanner
Kristin Quintal
Senior Client Service Associate
Joanna Craft
Senior Client Service Associate
Tom Finley
Senior Advisor Support Specialist
Tina McDowell
Senior Client Service Associate
Jonathan Alecusan
Paraplanner
Hannah Quinlan
Client Service Associate
Joelle Wade
Senior Client Service Associate
Victoria Chatman
Associate Financial Planner
Monique LaPorte
Senior Client Service Associate
Kinga Whitson
Senior Client Service Associate
Evan Maushart
Associate Financial Planner
Landry Barnett
Associate Financial Planner
Tara Becki
Advisor Support Specialist
Cole Alexander
Financial Planner
Rebecca Murray
Senior Client Service Associate
Alyssa Justice
Tax Accountant
Zackary Gudorf
Paraplanner
Jacob Weber
Associate Financial Planner
Rachel Territo
Client Service Associate
Lee Lawshe
Senior Client Service Associate
Nicole Hendricks
Senior Client Service Associate
Christy L. Derham
Senior Client Service Associate
Zachary Morris
Associate Financial Planner
Grace Baker
Client Service Associate
Shirley Winters
Office Manager/Senior Client Service Associate
Teresa Pierce
Client Service Manager
Noah B. Peterson
Client Service Associate
Stacey Dunham
Senior Client Service Associate
Peggy Kollstedt
Client Service Associate
Jill Hofknecht
Senior Client Service Associate
Katie Bunker
Client Service Associate
Nick Favela
Client Service Associate
Beth Braswell
Senior Client Service Associate
Heidi Williamson
Client Service Associate
Mindy McCollister
Client Service Associate
Anna Cruz
Client Service Associate
Barbara Rose
Senior Client Service Associate
McKenna Quann
Executive Assistant
Brooke Snyder
Senior Client Service Associate
Abby Williams
Senior Client Service Associate
Cathy Waters
Advisor Support Specialist
Lisa Peters
Senior Advisor Support Specialist
Dianne Flowers
Senior Client Service Associate
Deb Falero Essex
Client Service Associate
Julie Johnsen
Senior Advisor Support Specialist
Caitlin Powers
Client Service Associate
Rosalind Cannon
Senior Client Service Associate
Sissy Moreland
Client Service Associate
Ashley W. Snyder
Senior Client Service Associate
Stedman Strickland
Client Service Associate
Megan Hendrick
Senior Client Service Associate
McKara Calhoon
Client Service Associate
Lynn Bulgrin
Client Service Associate
No team members found for this letter.
Reach out to our Team
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