Meet the Team

Our People Are Our Greatest Assets

 

LEADERSHIP

Meet our executive team
Laura Carr

Laura Carr

Chief Operating Officer

Principal, Shareholder

Tim Chase

Timothy W. Chase, CFP®

CHAIRMAN

Co-Founder, Shareholder

David Citron

David Citron, CFA

SENIOR RELATIONSHIP ADVISOR

Co-Founder, Shareholder

Martin Eby

Martin Eby, CFP®

SENIOR FINANCIAL ADVISOR

Co-Founder, Shareholder

Jeff Hill

Jeff Hill

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Principal, Shareholder

Paul Lamari

Paul Lamari, JD

GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER
Bryan Lopez

Bryan Lopez, CFA

CHIEF FINANCIAL OFFICER, SENIOR PORTFOLIO MANAGER

Principal, Shareholder

Chad Norfolk

Chad J. Norfolk, CFP®

SENIOR FINANCIAL ADVISOR CFP®, ADVISORY TEAM LEADER

Principal, Shareholder, Marketing Committee Chair

Josh Rowe

Josh Rowe, PhD, CFA

DIRECTOR OF RESEARCH

ESG Committee Chair

Paul Speargas

Paul Speargas, CFA

CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR

Principal, Shareholder, Investment Committee Chair

Todd M. Wickwire

Todd M. Wickwire

Chief Executive Officer

Principal, Shareholder

 

THE TEAM

Alex Aitken

Alex Aitken, FPQP™

CLIENT SERVICE ASSOCIATE
Nate Allen

Nate Allen

Senior Financial Advisor

Principal, Shareholder, Private Debt & Equity Committee Chair

Gary Anderson

Gary Anderson, JD, CPA/PFS

Senior Planner

Principal, Insurance/Risk Management Planning Chair

Cindy Beale

Cindy Beale

Senior Client Service Associate
Eric Bland

Eric Bland, CFA

Senior Portfolio Manager

Public Markets Investment Committee Chair

Juli-Blum

Juli Blum

Client Development Manager

Wendy Borden

Wendy Borden

Administrative Assistant
Sam-Callard

Sam Callard, JD

SENIOR FINANCIAL ADVISOR

Principal, Shareholder, Real Estate Committee Chair

Bettye Chambers

Bettye Chambers

Portfolio Accountant
Nick Cooper

Nick Cooper

Advisory Analyst
Lesa Crosser

Lesa Crosser, AWMA®

SENIOR FINANCIAL ADVISOR
Ann Desforges

Ann Desforges

Portfolio Accountant
Rebecca Streamo Eberwein

Rebecca Streamo Eberwein, JD

FINANCIAL ADVISOR & SENIOR PLANNER

Planning Committee Chair

Edward Eby

Edward Eby

Senior Planning Specialist
Lisa Edwards

Lisa Edwards, CFA, CFP®, CTP

FINANCIAL ADVISOR
Emilio-Egea

Emilio Egea

BUSINESS ANALYST
Gosia Elashmawy

Gosia K. Elashmawy, CFP®

FINANCIAL ADVISOR

Advisory Strategy Manager, Financial Planning Chair

Courtney Evans

Courtney Evans

Senior Portfolio Accountant
Dan Feeser

Dan Feeser

Director of Investment Reporting
Safiya Fellous

Safiya Fellous

Associate Advisor
Tammy Galusky

Tammy Galusky

Client Service Associate
Susan Gleason

Susan Gleason

Controller
John Goodman

John Goodman

CLIENT & INVESTMENT OPERATIONS MANAGER
Marsha Gray

Marsha Gray

Senior Operations Associate

Michael Green

Michael Green

Client Service Associate
Tantania Gregg

Tantania Gregg

Operations Analyst
Paul Ha

Paul Ha

Analyst
Joel Houck

Joel Houck, CFA, CFP®

Senior Financial Advisor
Claire Huppert

Claire Huppert

Advisory Analyst
Sarah Jones

Sarah Jones

SENIOR CLIENT SERVICE ASSOCIATE
Bob Killebrew

Robert S. Killebrew, Jr., CFA

SENIOR RELATIONSHIP ADVISOR
Mela Kuzmenko

Mela Kuzmenko

SENIOR OPERATIONS ASSOCIATE
Matt Linehan

Matthew Linehan

Advisory Analyst
Austin Main 4 x 6

Austin Main

Financial Advisor

Dan Mento-1

Dan Mento, CFA

Portfolio Manager
Greg Miseta

Greg Miseta

IT & Facilities Manager
Ken Myers

Ken Myers

Client & Investment Operations Manager

Hannah Neitzke

Hannah Neitzke, CPA

Financial Advisor

Lindsay Novotny

Lindsay Novotny, FPQP™

Senior Client Service Associate
Kelly Nowottnick

Kelly Moore Nowottnick, JD

Senior Financial Advisor
Hugh Palmer

Hugh Palmer

Financial Advisor
Alex Price Horizontal cropped

Alexander Price, CFP®

Financial Advisor
Joan Ranucci

Joan Ranucci

Client Service Associate
Brandi Roberts

Brandi Roberts

WMS FUNDS CONTROLLER
Jose Ruiz

Jose Ruiz

Financial Advisor
Te'Chera St. Rose

Te'Chera St. Rose, SHRM-CP

HR Business Partner
Dianna Samek

Dianna Samek

Senior Investment Operations Associate

Bryan Seger-1

Bryan Seger

Senior Investment Operations Associate
Toni Staub

Toni Staub

Client Service Associate

Reiley Syrek

Reiley Syrek

Portfolio Manager
Matthew Tighe

Matthew Tighe

Investment Operations Associate
Betsy Thropp

Betsy Thropp

Administrative Assistant
Lou Ulman

Lou Ulman, JD

Senior Relationship Advisor
Chris Walczak

Chris Walczak, CFP®, CTFA

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Principal, Shareholder, Advanced/Estate Planning Chair

Zakia K. Weber

Zakia K. Weber

Financial Advisor

Natalie Whelton

Natalie Whelton, JD

FINANCIAL ADVISOR & PLANNER

Tax Planning Chair

Jackie Williams

Jackie Williams

Portfolio Accounting Manager
Dorothy Zimmerman

Dorothy Zimmerman

Senior Client Service Associate
Katie Carlson Zook

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.

 

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