Meet the Team

Dave Adams, CPA

Controller

Alex Aitken, FPQP™

CLIENT SERVICE ASSOCIATE

Nate Allen

Senior Financial Advisor

Principal, Shareholder, Private Debt & Equity Committee Chair

Gary Anderson, JD, CPA/PFS

Senior Planner

Principal, Insurance/Risk Management Planning Chair

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

Principal, Shareholder, Real Estate Committee Chair

Bettye Chambers

Portfolio Accountant

Ania Charles

Compliance Officer

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

Gosia K. Elashmawy, CFP^®

FINANCIAL ADVISOR

Advisory Strategy Manager, Financial Planning Chair

Cari Elliott

Advisory Analyst

Dan Feeser

Director, Investment Reporting

Safiya Fellous

Associate Advisor

Darnell Foster

Client Service Associate

Tammy Galusky

Client Service Associate

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

Lindsay Novotny, FPQP™

Senior Client Service Associate

Kelly Moore Nowottnick, JD

Senior Financial Advisor

Hugh Palmer

Financial Advisor

Mike Pirolli

Associate Advisor

Alexander Price, CFP®

Financial Advisor

Joan Ranucci

Client Service Associate

Tim Riley

Analyst

Brandi Roberts

WMS FUNDS CONTROLLER

Jose Ruiz

Financial Advisor

Dianna Samek

Senior Investment Operations Associate

Bryan Seger

Senior Investment Operations Associate

Robert Simpson

Associate Advisor

Simeon Spruill

Analyst

Toni Staub

Client Service Associate

Rebecca J. Streamo, JD

FINANCIAL ADVISOR & SENIOR PLANNER

Planning Committee Chair

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

Natalie Whelton, JD

FINANCIAL ADVISOR & PLANNER

Tax Planning Chair

Jackie Williams

Portfolio Accounting Manager

Dorothy Zimmerman

Senior Client Service Associate

Katie Carlson Zook, CFP^®

FINANCIAL ADVISOR