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Our Team

Executive Institutional Private Investment Management Client Services All

Our Team

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    Executive Institutional Private Investment Management Client Services All
Gregory W. Goelzer Headshot

Gregory W. Goelzer

Chief Executive Officer

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Gregory W. Goelzer Headshot
Elaine A. Beaty Headshot

Elaine A. Beaty

Senior Consultant, Government/Public Plans

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Elaine A. Beaty Headshot
Jeffrey J. Borgert Headshot

Jeffrey J. Borgert

Senior Consultant

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J. Andrew Concannon Headshot

J. Andrew Concannon

Senior Partner

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J. Andrew Concannon Headshot
Leanne S. Fishel Headshot

Leanne S. Fishel

Institutional Analyst

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Leanne S. Fishel Headshot
Donald J. Hutchinson Headshot

Donald J. Hutchinson

Managing Director, Institutional Advisory Services

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Donald J. Hutchinson Headshot
Helena Ocampo Headshot

Helena Ocampo

Senior Portfolio Manager

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Helena Ocampo Headshot
Gavin W. Stephens Headshot

Gavin W. Stephens

Chief Investment Officer

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Gavin W. Stephens Headshot
Janet S. Sweet Headshot

Janet S. Sweet

Senior Consultant

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Janet S. Sweet Headshot
S. Michelle Jann Headshot

S. Michelle Jann

Director of Wealth Planning, Senior Wealth Advisor

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S. Michelle Jann Headshot
Brian J. Pyne Headshot

Brian J. Pyne

Managing Director, Private Client

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Dean P. Weseli Headshot

Dean P. Weseli

Director of G•PRO Sports, Senior Wealth Advisor

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Dean P. Weseli Headshot
Kory J. Fay Headshot

Kory J. Fay

Wealth Advisor

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Kory J. Fay Headshot
Megan M. French Headshot

Megan M. French

Client Relationship Specialist

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Megan M. French Headshot
Suzy S. Goelzer Headshot

Suzy S. Goelzer

Director of Strategic Partnerships

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Suzy S. Goelzer Headshot
Heather A. Tilton Headshot

Heather A. Tilton

Senior Manager, Operations

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Heather A. Tilton Headshot
Sherri L. Wilson Headshot

Sherri L. Wilson

Senior Manager, Client Services

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Sherri L. Wilson Headshot
Aimee M. Deveau Headshot

Aimee M. Deveau

Office Manager & IT Specialist

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Aimee M. Deveau Headshot
Jeffrey A. Bush Headshot

Jeffrey A. Bush

General Counsel and Chief Compliance Officer

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Jeffrey A. Bush Headshot
Brett D. McKamey Headshot

Brett D. McKamey

President

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Brett D. McKamey Headshot
Chris W. Cotterill Headshot

Chris W. Cotterill

Chief Operating Officer

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Craig A. Maschmeyer Headshot

Craig A. Maschmeyer

Portfolio Manager

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Craig A. Maschmeyer Headshot
Umesh S. Nathani Headshot

Umesh S. Nathani

Senior Portfolio Manager

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Umesh S. Nathani Headshot
Lamica A. Simmons Headshot

Lamica A. Simmons

Human Resources Director

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Lamica A. Simmons Headshot
Adrian O. Miller Headshot

Adrian O. Miller

Director of Goelzer Private Office, Senior Wealth Advisor

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Adrian O. Miller Headshot
Scott M. Breske, MBA Headshot

Scott M. Breske, MBA

Portfolio Operations Manager

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Scott M. Breske, MBA Headshot
Angela Y. Morphew Headshot

Angela Y. Morphew

Client Services Associate

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Angela Y. Morphew Headshot
David S. Alexander Headshot

David S. Alexander

Senior Wealth Advisor

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Brett Stehl Headshot

Brett Stehl

Consultant

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Christy J. Rogers Headshot

Christy J. Rogers

Institutional Operations Coordinator

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Michelle J. Maye Headshot

Michelle J. Maye

Controller

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Michelle J. Maye Headshot
Gaye B. McKinney Headshot

Gaye B. McKinney

Senior Client Services Associate

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James A. Keyser Headshot

James A. Keyser

Institutional Analyst

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James A. Keyser Headshot
Brian D. Medlock Headshot

Brian D. Medlock

Portfolio Specialist

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Lisa Cantú Headshot

Lisa Cantú

Portfolio Specialist

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Nicholas Q. Estey Headshot

Nicholas Q. Estey

Associate Wealth Advisor

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Our Team