Website Logo
Website Logo

Our Team

Filter By Team
Adrian O. Miller Headshot Adrian O. Miller Headshot

Adrian O. Miller
CFA

Director of Goelzer Private Office, Senior Wealth Advisor

Learn more

Our team x button
Adrian O. Miller Headshot
Aimee M. Deveau Headshot Aimee M. Deveau Headshot

Aimee M. Deveau

Office Manager & IT Specialist

Learn more

Our team x button
Aimee M. Deveau Headshot
Alyana C. Richardson Headshot Alayna C. Richardson Headshot

Alyana C. Richardson

Institutional Reporting & Operations Associate

Learn more

Our team x button
Alayna C. Richardson Headshot
Angela Y. Morphew Headshot Angela Y. Morphew Headshot

Angela Y. Morphew

Client Services Associate

Learn more

Our team x button
Angela Y. Morphew Headshot
Brandon S. Watson Headshot Brandon S. Watson Headshot

Brandon S. Watson

Chief Compliance Officer

Learn more

Our team x button
Brandon S. Watson Headshot
Brett D. McKamey Headshot Brett D. McKamey Headshot

Brett D. McKamey
CFA

Senior Partner

Learn more

Our team x button
Brett D. McKamey Headshot
Brian J. Pyne Headshot Brian J. Pyne Headshot

Brian J. Pyne
CFA CFP ®

Managing Director, Private Client

Learn more

Our team x button
Brian J. Pyne Headshot
Caleb L. Hussain Headshot Caleb L. Hussain Headshot

Caleb L. Hussain

Portfolio Specialist

Learn more

Our team x button
Caleb L. Hussain Headshot
Cheryl A. Ackerman Headshot Cheryl A. Ackerman Headshot

Cheryl A. Ackerman

Director of Finance

Learn more

Our team x button
Cheryl A. Ackerman Headshot
Chris W. Cotterill Headshot Chris W. Cotterill Headshot

Chris W. Cotterill
J.D.

President

Learn more

Our team x button
Chris W. Cotterill Headshot
Craig A. Maschmeyer Headshot Craig A. Maschmeyer Headshot

Craig A. Maschmeyer
CFA

Portfolio Manager

Learn more

Our team x button
Craig A. Maschmeyer Headshot
David S. Alexander Headshot David S. Alexander Headshot

David S. Alexander
CFP ®
ChFC ®

Senior Wealth Advisor

Learn more

Our team x button
David S. Alexander Headshot
Dean P. Weseli Headshot Dean P. Weseli Headshot

Dean P. Weseli
CFP ®
CDFA ®

Director of G•PRO Sports, Senior Wealth Advisor

Learn more

Our team x button
Dean P. Weseli Headshot
Donald J. Hutchinson Headshot Donald J. Hutchinson Headshot

Donald J. Hutchinson

Chief Growth Officer

Learn more

Our team x button
Donald J. Hutchinson Headshot
Elaine A. Beaty Headshot Elaine A. Beaty Headshot

Elaine A. Beaty

Senior Consultant, Government/Public Plans

Learn more

Our team x button
Elaine A. Beaty Headshot
Gabriel J. Tilton Headshot Gabriel J. Tilton Headshot

Gabriel J. Tilton

Front Desk Receptionist

Learn more

Our team x button
Gabriel J. Tilton Headshot
Gavin W. Stephens Headshot Gavin W. Stephens Headshot

Gavin W. Stephens
CFA

Chief Investment Officer

Learn more

Our team x button
Gavin W. Stephens Headshot
Gaye B. McKinney Headshot Gaye B. McKinney Headshot

Gaye B. McKinney

Senior Client Services Associate

Learn more

Our team x button
Gaye B. McKinney Headshot
Gregory W. Goelzer Headshot Gregory W. Goelzer Headshot

Gregory W. Goelzer

Chief Executive Officer

Learn more

Our team x button
Gregory W. Goelzer Headshot
Heather A. Tilton Headshot Heather A. Tilton Headshot

Heather A. Tilton

Director of Administration

Learn more

Our team x button
Heather A. Tilton Headshot
J. Andrew Concannon Headshot J. Andrew Concannon Headshot

J. Andrew Concannon
CFA CFP ®

Senior Partner

Learn more

Our team x button
J. Andrew Concannon Headshot
Jeffrey J. Borgert Headshot Jeffrey J. Borgert Headshot

Jeffrey J. Borgert
CAIA

Senior Consultant

Learn more

Our team x button
Jeffrey J. Borgert Headshot
Kip B. Robbins Headshot Kip B. Robbins Headshot

Kip B. Robbins
CFA

Senior Portfolio Manager

Learn more

Our team x button
Kip B. Robbins Headshot
Kory J. Fay Headshot Kory J. Fay Headshot

Kory J. Fay
CFP ®

Wealth Advisor

Learn more

Our team x button
Kory J. Fay Headshot
Lisa Cantú Headshot Lisa Cantú Headshot

Lisa Cantú

Portfolio Specialist

Learn more

Our team x button
Lisa Cantú Headshot
Megan M. French Headshot Megan M. French Headshot

Megan M. French

Senior Client Relationship Specialist

Learn more

Our team x button
Megan M. French Headshot
Nicholas Q. Estey Headshot Nicholas Q. Estey Headshot

Nicholas Q. Estey

Associate Wealth Advisor

Learn more

Our team x button
Nicholas Q. Estey Headshot
Rebecca W. Jacklin Headshot Rebecca W. Jacklin Headshot

Rebecca W. Jacklin

Managing Director, Institutional Advisory Services

Learn more

Our team x button
Rebecca W. Jacklin Headshot
S. Michelle Jann Headshot S. Michelle Jann Headshot

S. Michelle Jann
CFP ®
CPWA ®
CDFA ®

Director of Wealth Planning, Senior Wealth Advisor

Learn more

Our team x button
S. Michelle Jann Headshot
Sara J. Omohundro Headshot Sara J. Omohundro Headshot

Sara J. Omohundro
CFA

Investment Strategist

Learn more

Our team x button
Sara J. Omohundro Headshot
Scott M. Breske, MBA Headshot Scott M. Breske Headshot

Scott M. Breske, MBA

Portfolio Operations Manager

Learn more

Our team x button
Scott M. Breske Headshot
Sherri L. Wilson Headshot Sherri L. Wilson Headshot

Sherri L. Wilson

Senior Manager, Client Services

Learn more

Our team x button
Sherri L. Wilson Headshot
Suzy S. Goelzer Headshot Suzy S. Goelzer Headshot

Suzy S. Goelzer

Director of Strategic Partnerships

Learn more

Our team x button
Suzy S. Goelzer Headshot
Umesh S. Nathani Headshot Umesh S. Nathani Headshot

Umesh S. Nathani
CFA

Senior Portfolio Manager

Learn more

Our team x button
Umesh S. Nathani Headshot
Our Team