Meet the Team

Dave Adams, CPA

Controller

Alex Aitken, FPQP^®

CLIENT SERVICE TEAM LEAD, SENIOR CLIENT SERVICE ASSOCIATE

Nate Allen

Senior Financial Advisor

Shareholder, Private Debt & Equity Committee Chair

Gary Anderson, JD, CPA/PFS

Senior Planner

Principal, Insurance/Risk Management Planning Chair

Sean Anderson

Trading Associate

Cindy Beale

Senior Client Service Associate

Megan Belliveau

Advisory Analyst

Eric Bland, CFA

Director, Portfolio Management

Shareholder, Public Markets Investment Committee Chair

Juli Blum

Client Development Manager

Wendy Borden

Business Analyst

Sam Callard, JD

SENIOR FINANCIAL ADVISOR

Shareholder, Real Estate Committee Chair

Laura Carr

Chief Operating Officer

Shareholder

Bettye Chambers

SENIOR Portfolio Accountant

Francisco Guzman Castro

Advisory Analyst

Ania Charles

Compliance Officer

Timothy W. Chase, CFP^®

CHAIRMAN

Co-Founder, Shareholder

David Citron, CFA

PRIVATE INVESTMENT STRATEGIST

Co-Founder, Shareholder

Lesa Crosser, AWMA^®

SENIOR FINANCIAL ADVISOR

Shareholder

Ann Desforges

Portfolio Accountant

Martin Eby, CFP^®

SENIOR FINANCIAL ADVISOR

Co-Founder, Shareholder

Lisa Edwards, CFA, CFP^®, CTP

FINANCIAL ADVISOR

Emilio Egea

INVESTMENT RESEARCH ANALYST

Gosia Elashmawy, CFP^®

SENIOR FINANCIAL ADVISOR

Shareholder, Financial Planning Chair

Cari Elliott

ASSOCIATE ADVISOR

Dan Feeser

Director Investment Reporting

Safiya Fellous

Associate Advisor

Jackson Finigan, CFP^®

Financial Advisor

Darnell Foster

Client Service Associate

Amanda Franklin

Senior Client Service Associate

Tammy Galusky

Client Onboarding Coordinator

John Goodman

DIRECTOR, CLIENT & INVESTMENT OPERATIONS

Michael Green

Client Service Associate

Tantania Gregg

Investment Operations Associate

Paul Ha, CFP^®

ASSOCIATE ADVISOR

Jeff Hill

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder

Joel Houck, CFA, CFP^®,CAIA^®

Chief Operating Officer – Investments, Senior Financial Advisor

Shareholder

Claire Huppert

ASSOCIATE ADVISOR

Jacob Kelly

Advisory Analyst

Robert S. Killebrew, Jr., CFA

SENIOR RELATIONSHIP ADVISOR

Mela Kuzmenko

SENIOR OPERATIONS ASSOCIATE

Paul Lamari, JD

IN MEMORIAM

James Leverett

Operations Associate

Bryan Lopez, CFA

CHIEF FINANCIAL OFFICER, INVESTMENT STRATEGIST

Shareholder

Austin Main

Financial Advisor

Michael Mele, CFA

Portfolio Manager

Dan Mento, CFA

Portfolio Manager

Wendi Miller

Senior Client Service Associate

Ken Myers

Client & Investment Operations Manager

Hannah Neitzke, CPA

Financial Advisor

Chad J. Norfolk, CFP^®

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder, Marketing Committee Chair

Lindsay Novotny, FPQP^®

CLIENT SERVICE TEAM LEAD, Senior Client Service Associate

Kelly Moore Nowottnick, JD

Senior Financial Advisor

Shareholder

Hugh Palmer

Financial Advisor

Alexander Price, CFP^®

Financial Advisor

Harrison Rafiq

ASSOCIATE ADVISOR

Joan Ranucci

Senior Client Service Associate

Tim Riley

ASSOCIATE ADVISOR

Brandi Roberts, CPA

WMS FUNDS CONTROLLER

Josh Rowe, PhD, CFA

CO-CHIEF INVESTMENT OFFICER, DIRECTOR OF RESEARCH

Shareholder, Asset Allocation Committee Chair

Zach Ruchman

Director, Private Investments

Shareholder

Jose Ruiz

Financial Advisor

Dianna Samek

Senior Investment Operations Associate

Matt Sanders

Investment Research Analyst

Brittany Sanft

Senior Operations Associate

Bryan Seger

PRIVATE INVESTMENT OPERATIONS MANAGER

Paul Speargas, CFA

CO-CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR

Shareholder, Investment Committee Chair

Toni Staub

Client Service Associate

Rebecca J. Streamo, JD

SENIOR FINANCIAL ADVISOR, SENIOR PLANNER

Shareholder, Planning Committee Chair

Betsy Thropp

Administrative Assistant

Lou Ulman, JD

Senior Relationship Advisor

Chris Walczak, CFP^®, CTFA

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder, Advanced/Estate Planning Chair

Zakia Khan Weber, CFP^®

Financial Advisor

Natalie Whelton, JD, LLM

FINANCIAL ADVISOR, SENIOR PLANNER

Shareholder, Tax Planning Chair

Todd M. Wickwire

CHIEF EXECUTIVE OFFICER

Shareholder

Jackie Williams

Portfolio Accounting Manager

Zina Winder

Administrative Assistant

Dorothy Zimmerman

Senior Client Service Associate

Katie Carlson Zook, CFP^®

FINANCIAL ADVISOR