Meet the Team

Dave Adams, CPA

Controller

Courtney Agar

Investment Reporting Associate

Alex Aitken, FPQP^®

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

Jessica Assenmacher

Advisory Analyst

Cindy Beale

Senior Client Service Associate

Eric Bland, CFA

Senior Portfolio Manager

Public Markets Investment Committee Chair

Juli Blum

Client Development Manager

Wendy Borden

Administrative Assistant

Sam Callard, JD

SENIOR FINANCIAL ADVISOR

Shareholder, Real Estate Committee Chair

Laura Carr

Chief Operating Officer

Shareholder

Bettye Chambers

Portfolio Accountant

Timothy W. Chase, CFP^®

CHAIRMAN

Co-Founder, Shareholder

Ania Charles

Compliance Officer

David Citron, CFA

PRIVATE INVESTMENT STRATEGIST

Co-Founder, Shareholder

Lesa Crosser, AWMA^®

SENIOR FINANCIAL ADVISOR

Ann Desforges

Portfolio Accountant

Edward Eby

Senior Planning Specialist

Martin Eby, CFP^®

SENIOR FINANCIAL ADVISOR

Co-Founder, Shareholder

Lisa Edwards, CFA, CFP^®, CTP

FINANCIAL ADVISOR

Emilio Egea

BUSINESS ANALYST

Gosia Elashmawy, CFP^®

SENIOR FINANCIAL ADVISOR

Shareholder, Financial Planning Chair

Cari Elliott

Advisory Analyst

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

CLIENT & INVESTMENT OPERATIONS MANAGER

Michael Green

Client Service Associate

Tantania Gregg

Operations Analyst

Paul Ha

ASSOCIATE ADVISOR

Jeff Hill

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder

Joel Houck, CFA, CFP^®

Chief Operating Officer – Investments, Senior Financial Advisor

Shareholder

Claire Huppert

ASSOCIATE ADVISOR

Robert S. Killebrew, Jr., CFA

SENIOR RELATIONSHIP ADVISOR

Mela Kuzmenko

SENIOR OPERATIONS ASSOCIATE

Paul Lamari, JD

GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER

Shareholder

James Leverett

Operations Associate

Matthew Linehan

Advisory Analyst

Bryan Lopez, CFA

CHIEF FINANCIAL OFFICER, INVESTMENT STRATEGIST

Shareholder

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

Chad J. Norfolk, CFP^®

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder, Marketing Committee Chair

Lindsay Novotny, FPQP^®

Senior Client Service Associate

Kelly Moore Nowottnick, JD

Senior Financial Advisor

Shareholder

Hugh Palmer

Financial Advisor

Alexander Price, CFP^®

Financial Advisor

Harrison Rafiq

Advisory Analyst

Joan Ranucci

Client Service Associate

Tim Riley

Advisory Analyst

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

Jose Ruiz

Financial Advisor

Dianna Samek

Senior Investment Operations Associate

Brittany Sanft

Senior Operations Associate

Bryan Seger

PRIVATE INVESTMENT OPERATIONS MANAGER

Robert Simpson

Associate Advisor

Paul Speargas, CFA

CO-CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR

Shareholder, Investment Committee Chair

Simeon Spruill

Advisory Analyst

Toni Staub

Client Service Associate

Rebecca J. Streamo, JD

FINANCIAL ADVISOR, SENIOR PLANNER

Shareholder, Planning Committee Chair

Reiley Syrek

Portfolio Manager

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

Financial Advisor

Natalie Whelton, JD

FINANCIAL ADVISOR, PLANNER

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