Meet the Team

Dave Adams, CPA

Controller

Alex Aitken, FPQP^®

CLIENT SERVICE TEAM LEAD, SENIOR CLIENT SERVICE ASSOCIATE

Nate Allen

Senior Financial Advisor

Shareholder

Gary Anderson, JD, CPA/PFS

Senior Planner

Principal

Sean Anderson

Trading Associate

Cindy Beale

Senior Client Service Associate

Megan Belliveau

Advisory Analyst

Eric Bland, CFA, CFP^®

Director, Portfolio Management

Shareholder

Juli Blum

Client Development Manager

Sam Callard, JD

SENIOR FINANCIAL ADVISOR

Shareholder

Laura Carr

Chief People Officer

Shareholder

Bettye Chambers

SENIOR Portfolio Accountant

Francisco Guzman Castro

Advisory Analyst

Kyle Cotoia, CFP^®

Associate Advisor

Lesa Crosser, AWMA^®

SENIOR FINANCIAL ADVISOR

Shareholder

Ann Desforges

Portfolio Accountant

Martin Eby, CFP^®

SENIOR FINANCIAL ADVISOR

Co-Founder, Shareholder

Emilio Egea

INVESTMENT RESEARCH ANALYST

Gosia Elashmawy, CFP^®

SENIOR FINANCIAL ADVISOR

Shareholder

Cari Elliott, CFP^®

ASSOCIATE ADVISOR

Dan Feeser

Director Investment Reporting

Jackson Finigan, CFP^®

Financial Advisor

Darnell Foster

Client Service Associate

Amanda Franklin

Senior Client Service Associate

Tyler French

Associate Advisor

Tammy Galusky

Client Onboarding Coordinator

John Goodman

DIRECTOR, CLIENT & INVESTMENT OPERATIONS, SHAREHOLDER

Michael Green

Client Service Associate

Tantania Gregg

Investment Operations Associate

Paul Ha, CFP^®

ASSOCIATE ADVISOR

Jeff Hill

SENIOR FINANCIAL ADVISOR

Shareholder

Joel Houck, CFA, CFP^®,CAIA^®

Chief Operating Officer – Investments, Senior Financial Advisor

Shareholder

Claire Huppert

ASSOCIATE ADVISOR

Jacob Kelly

Advisory Analyst

Tony King, CFA

Senior Financial Advisor

Mela Kuzmenko

SENIOR OPERATIONS ASSOCIATE

Bryan Lopez, CFA

PRINCIPAL

Shareholder

Michael Mele, CFA

Portfolio Manager

Dan Mento, CFA

Portfolio Manager

Andrew Michaels

Associate Advisor

Wendi Miller

Senior Client Service Associate

Ken Myers

Client & Investment Operations Manager

Chad J. Norfolk, CFP^®

SENIOR FINANCIAL ADVISOR

Shareholder

Lindsay Novotny, FPQP^®

CLIENT SERVICE TEAM LEAD, Senior Client Service Associate

Kelly Moore Nowottnick, JD

Senior Financial Advisor

Shareholder

Onyi Okoroafor

Associate Advisor

Hugh Palmer

Senior Financial Advisor, Shareholder

Alexander Price, CFP^®

Financial Advisor

Harrison Rafiq

ASSOCIATE ADVISOR

Joan Ranucci

Senior Client Service Associate

Tim Riley, CFP^®

ASSOCIATE ADVISOR

Brandi Roberts, CPA

WMS FUNDS CONTROLLER

Josh Rowe, PhD, CFA

PRINCIPAL

Shareholder

Zach Ruchman

Director, Private Investments

Shareholder

Jose Ruiz

Financial Advisor

Dianna Samek

Senior Investment Operations Associate

Matt Sanders

Investment Research Analyst

Bryan Seger

PRIVATE INVESTMENT OPERATIONS MANAGER

Paul Speargas, CFA

SENIOR FINANCIAL ADVISOR

Shareholder

Toni Staub

Client Service Associate

Rebecca J. Streamo, JD

SENIOR FINANCIAL ADVISOR, SENIOR PLANNER

Shareholder

Chris Walczak, CFP^®, CTFA

SENIOR FINANCIAL ADVISOR

Shareholder

Zakia Khan Weber, CFP^®

Financial Advisor

Natalie Whelton, JD, LLM

SENIOR FINANCIAL ADVISOR, SENIOR PLANNER

Shareholder

Todd M. Wickwire

Managing Director, Head of Strategic Initiatives

Shareholder

Jackie Williams

Portfolio Accounting Manager

Zina Winder

Administrative Assistant

Dorothy Zimmerman

Senior Client Service Associate

Katie Carlson Zook, CFP^®

FINANCIAL ADVISOR

Timothy W. Chase, CFP^®

Partner Emeritus

David Citron, CFA

Partner Emeritus

Bob Killebrew

Partner Emeritus

Lou Ulman

Emeritus

Paul Lamari, JD

IN MEMORIAM