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Our Team

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Our Team

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David S. Alexander Headshot Alexander, David Headshot

David S. Alexander
CFP ®
ChFC ®

Senior Wealth Advisor

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Alexander, David Headshot
Elaine A. Beaty Headshot Beaty, Elaine Headshot

Elaine A. Beaty

Senior Consultant, Government/Public Plans

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Jeffrey J. Borgert Headshot Borgert, Jeffrey Headshot

Jeffrey J. Borgert
CAIA

Senior Consultant

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Scott M. Breske, MBA Headshot Breske, Scott Headshot

Scott M. Breske, MBA

Trading Manager & Associate Portfolio Manager

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Jeffrey A. Bush Headshot Bush, Jeffrey Headshot

Jeffrey A. Bush
JD

General Counsel and Chief Compliance Officer

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J. Andrew Concannon Headshot Concannon, J. Andrew Headshot

J. Andrew Concannon
CFA CFP ®

Chief Investment Officer

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Chris W. Cotterill Headshot Cotterill, Chris Headshot

Chris W. Cotterill

Chief Operating Officer

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Cotterill, Chris Headshot
Aimee M. Deveau Headshot Deveau, Aimee Headshot

Aimee M. Deveau

Office Manager & IT Specialist

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Kory J. Fay Headshot Fay, Kory Headshot

Kory J. Fay
CFP ®
CEPA ®

Wealth Advisor

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Leanne S. Fishel Headshot Fishel, Leanne Headshot

Leanne S. Fishel

Institutional Analyst

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Megan M. French Headshot French, Megan Headshot

Megan M. French

Client Services Associate

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Gregory W. Goelzer Headshot Goelzer, Greg Headshot

Gregory W. Goelzer

Chief Executive Officer

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Suzy S. Goelzer Headshot Goelzer, Suzy Headshot

Suzy S. Goelzer

Director of Strategic Partnerships

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Donald J. Hutchinson Headshot Hutchinson, Donald Headshot

Donald J. Hutchinson

Managing Director, Institutional Advisory Services

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S. Michelle Jann Headshot Jann, Michelle Headshot

S. Michelle Jann
CFP ®
CPWA ®
CDFA ®

Senior Wealth Advisor

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Jann, Michelle Headshot
Patrick J. Martinak Headshot Martinak, Patrick Headshot

Patrick J. Martinak
MBA

Associate Portfolio Manager

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Craig A. Maschmeyer Headshot Maschmeyer, Craig Headshot

Craig A. Maschmeyer

Associate Portfolio Manager

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Brett D. McKamey Headshot McKamey, Brett Headshot

Brett D. McKamey
CFA

President

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Adrian O. Miller Headshot Miller, Adrian Headshot

Adrian O. Miller
CFA

Senior Wealth Advisor

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Umesh S. Nathani Headshot Nathani, Umesh Headshot

Umesh S. Nathani
CFA

Portfolio Manager

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Helena Ocampo Headshot Ocampo, Helena Headshot

Helena Ocampo

Senior Portfolio Manager

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Brian J. Pyne Headshot Pyne, Brian Headshot

Brian J. Pyne
CFA CFP ®
CEPA ®

Managing Director, Private Client

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Angela Y. Richardson Headshot Richardson, Angela Headshot

Angela Y. Richardson

Client Services Associate

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Christopher A. Ryker Headshot Ryker, Christopher Headshot

Christopher A. Ryker
CFA

Senior Portfolio Manager

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Debra A. Rynerson Headshot Rynerson, Debra Headshot

Debra A. Rynerson

Finance Manager

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Lamica A. Simmons Headshot Simmons, Lamica Headshot

Lamica A. Simmons
SHRM-CP

Human Resources Director

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Gavin W. Stephens Headshot Stephens, Gavin Headshot

Gavin W. Stephens
CFA

Director of Portfolio Management

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Janet S. Sweet Headshot Sweet, Janet Headshot

Janet S. Sweet
CFA CAIA

Senior Consultant

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Heather A. Tilton Headshot Tilton, Heather Headshot

Heather A. Tilton

Senior Manager, Portfolio Operations & Information Technology

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Dean P. Weseli Headshot Weseli, Dean Headshot

Dean P. Weseli
CFP ®
CDFA ®

Wealth Advisor

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George P. Wild Headshot Wild, George Headshot

George P. Wild
CFA

Senior Portfolio Manager

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Sherri L. Wilson Headshot Wilson, Sherri Headshot

Sherri L. Wilson

Senior Manager, Client Services

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Our Team