Meet the Team

Our People Are Our Greatest Assets

 

LEADERSHIP

Meet our executive team
Laura Carr

Laura Carr

Chief Advisory Officer

Principal

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

Bryan Lopez

Bryan Lopez, CFA

CHIEF FINANCIAL OFFICER, SENIOR PORTFOLIO MANAGER

Principal, Shareholder

Jeff Hill

Jeff Hill

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Principal, Shareholder

Paul Lamari

Paul Lamari, JD

GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER
Chad Norfolk

Chad J. Norfolk, CFP®

SENIOR FINANCIAL ADVISOR CFP®, ADVISORY TEAM LEADER

Principal, Shareholder

Paul Speargas

Paul Speargas, CFA

CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR

Principal, Shareholder, Investment Committee Chair

Todd Wickwire

Todd M. Wickwire

Chief Executive Officer

Shareholder

 

THE TEAM

Alex Aitken

Alex Aitken, FPQP™

CLIENT SERVICE ASSOCIATE
Nate Allen

Nate Allen

Senior Financial Advisor

Private Fund Committee Chair, Private Debt & Equity Committee Chair

Gary Anderson

Gary Anderson, JD, CPA/PFS/AEP/AIF

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

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 & PLANNER

Planning Committee Chair

Edward Eby

Edward Eby

Senior Planning Specialist
Gosia Elashmawy

Gosia K. Elashmawy, CFP®

FINANCIAL ADVISOR

Advisory Strategy Manager, Financial Planning Chair

Courtney Evans

Courtney Evans

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

Senior Financial Advisor
Claire Huppert

Claire Huppert

Advisory Analyst
Sarah Jones

Sarah Jones

SENIOR CLIENT SERVICE ASSOCIATE
Zakia Kahn

Zakia Kahn

Associate Advisor
Bob Killebrew

Robert S. Killebrew, Jr., CFA

SENIOR RELATIONSHIP ADVISOR
Matthew Linehan

Matthew Linehan

Advisory Analyst
Linda Maddox Horizontal

Linda Maddox

Client Service Associate
Austin Main

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

Associate Advisor
Lindsay 4 (2)

Lindsay Novotny, FPQP™

Senior Client Service Associate
Kelly Nowottnick

Kelly Moore Nowottnick, JD

Senior Financial Advisor
Hugh Palmer

Hugh Palmer

Financial Advisor
Joan Ranucci

Joan Ranucci

Client Service Associate
Brandi Roberts

Brandi Roberts

WMS FUNDS CONTROLLER
Josh Rowe

Josh Rowe, PhD, CFA

Director Of Research

ESG Committee Chair

Jose Ruiz

Jose Ruiz

Associate Advisor
Te'Chera St. Rose

Te'Chera St. Rose, SHRM-CP

HR Business Partner
Maxine Shevlin

Maxine Shevlin

Advisory Analyst
Robert Simpson

Robert Simpson

Advisory Analyst
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

Principal, Advanced/Estate Planning Chair

Natalie Whelton

Natalie Whelton, JD

FINANCIAL ADVISOR & PLANNER

Tax Planning Chair

Jackie Williams

Jackie Williams

Senior Portfolio Accountant
Dorothy Zimmerman

Dorothy Zimmerman

Senior Client Service Associate
Katie Carlson Zook

Katie Carlson Zook, CFP®

FINANCIAL ADVISOR
 

*Please Note: Limitations. 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.

 

Interested in joining our team?

See our career opportunities

 

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