Meet the Team
Our People Are Our Greatest Assets
LEADERSHIP
Meet our executive team

Chad J. Norfolk, CFP®
SENIOR FINANCIAL ADVISOR CFP®, ADVISORY TEAM LEADER
Principal, Shareholder, Marketing Committee Chair

Paul Speargas, CFA
CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR
Principal, Shareholder, Investment Committee Chair
THE TEAM

Alex Aitken, FPQP™
CLIENT SERVICE ASSOCIATE

Cindy Beale
Senior Client Service Associate

Juli Blum
Client Development Manager

Wendy Borden
Administrative Assistant

Bettye Chambers
Portfolio Accountant

Nick Cooper
Advisory Analyst

Lesa Crosser, AWMA®
SENIOR FINANCIAL ADVISOR

Ann Desforges
Portfolio Accountant

Edward Eby
Senior Planning Specialist

Lisa Edwards, CFA, CFP®, CTP
FINANCIAL ADVISOR

Emilio Egea
BUSINESS ANALYST

Courtney Evans
Senior Portfolio Accountant

Dan Feeser
Director of Investment Reporting

Safiya Fellous
Associate Advisor

Tammy Galusky
Client Service Associate

Susan Gleason
Controller

John Goodman
CLIENT & INVESTMENT OPERATIONS MANAGER

Marsha Gray
Senior Operations Associate

Michael Green
Client Service Associate

Tantania Gregg
Operations Analyst

Paul Ha
Analyst

Joel Houck, CFA, CFP®
Senior Financial Advisor

Claire Huppert
Advisory Analyst

Sarah Jones
SENIOR CLIENT SERVICE ASSOCIATE

Robert S. Killebrew, Jr., CFA
SENIOR RELATIONSHIP ADVISOR

Mela Kuzmenko
SENIOR OPERATIONS ASSOCIATE

Matthew Linehan
Advisory Analyst

Austin Main
Financial Advisor

Dan Mento, CFA
Portfolio Manager

Greg Miseta
IT & Facilities Manager

Ken Myers
Client & Investment Operations Manager

Hannah Neitzke, CPA
Financial Advisor
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Lindsay Novotny, FPQP™
Senior Client Service Associate

Kelly Moore Nowottnick, JD
Senior Financial Advisor

Hugh Palmer
Financial Advisor

Alexander Price, CFP®
Financial Advisor

Joan Ranucci
Client Service Associate

Brandi Roberts
WMS FUNDS CONTROLLER

Jose Ruiz
Financial Advisor

Te'Chera St. Rose, SHRM-CP
HR Business Partner
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Dianna Samek
Senior Investment Operations Associate

Bryan Seger
Senior Investment Operations Associate

Toni Staub
Client Service Associate

Reiley Syrek
Portfolio Manager

Matthew Tighe
Investment Operations Associate

Betsy Thropp
Administrative Assistant

Lou Ulman, JD
Senior Relationship Advisor

Chris Walczak, CFP®, CTFA
SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER
Principal, Shareholder, Advanced/Estate Planning Chair

Zakia K. Weber
Financial Advisor

Jackie Williams
Portfolio Accounting Manager

Dorothy Zimmerman
Senior Client Service Associate

Katie Carlson Zook, CFP®
FINANCIAL ADVISOR
*Disclosure: The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if WMS is engaged, or continues to be engaged, to provide investment advisory services.