Meet the Team

Our People Are Our Greatest Assets

 

THE TEAM

Dave Adams

Dave Adams, CPA

Controller
Courtney Agar

Courtney Agar

Investment Reporting Associate
Alex_Aitken_1

Alex Aitken, FPQP®

CLIENT SERVICE TEAM LEAD, SENIOR CLIENT SERVICE ASSOCIATE
Nate_Allen_1

Nate Allen

Senior Financial Advisor

Shareholder, Private Debt & Equity Committee Chair

Gary_Anderson_1

Gary Anderson, JD, CPA/PFS

Senior Planner

Principal, Insurance/Risk Management Planning Chair

Sean Anderson

Sean Anderson

Trading Associate
Cindy_Beale_1

Cindy Beale

Senior Client Service Associate
Megan Light Adjuste-1

Megan Belliveau

Advisory Analyst
Eric_Bland_1

Eric Bland, CFA

Director, Portfolio Management

Public Markets Investment Committee Chair

Juli_Blum_1

Juli Blum

Client Development Manager

Wendy_Borden_1

Wendy Borden

Business Analyst
Sam_Callard_1

Sam Callard, JD

SENIOR FINANCIAL ADVISOR

Shareholder, Real Estate Committee Chair

Laura_Carr_2

Laura Carr

Chief Operating Officer

Shareholder

Bettye_Chambers_1

Bettye Chambers

SENIOR Portfolio Accountant
Francisco_GuzmanCastro_1

Francisco Guzman Castro

Advisory Analyst
Ania_Charles_1

Ania Charles

Compliance Officer
Timothy_Chase_1

Timothy W. Chase, CFP®

CHAIRMAN

Co-Founder, Shareholder

David_Citron_1

David Citron, CFA

PRIVATE INVESTMENT STRATEGIST

Co-Founder, Shareholder

Lesa_Crosser_1

Lesa Crosser, AWMA®

SENIOR FINANCIAL ADVISOR
Ann Desforges

Ann Desforges

Portfolio Accountant
Martin_Eby_1

Martin Eby, CFP®

SENIOR FINANCIAL ADVISOR

Co-Founder, Shareholder

Emilio_Egea_1

Emilio Egea

INVESTMENT RESEARCH ANALYST
Gosia_Elashmawy_1

Gosia Elashmawy, CFP®

SENIOR FINANCIAL ADVISOR

Shareholder, Financial Planning Chair

Cari_Elliott_1

Cari Elliott

ASSOCIATE ADVISOR
Dan_Feeser_1

Dan Feeser

Director Investment Reporting
Safiya_Fellous_1

Safiya Fellous

Associate Advisor
Jackson_Finnigan_1

Jackson Finigan, CFP®

Financial Advisor

Darnell_Foster_1

Darnell Foster

Client Service Associate
Amanda Franklin

Amanda Franklin

Senior Client Service Associate
Tammy_Galusky_1

Tammy Galusky

Client Onboarding Coordinator
John_Goodman_1

John Goodman

DIRECTOR, CLIENT & INVESTMENT OPERATIONS
Michael_Green_1

Michael Green

Client Service Associate
Tantania Gregg

Tantania Gregg

Investment Operations Associate
Paul_Ha_1-1

Paul Ha, CFP®

ASSOCIATE ADVISOR
Jeff_Hill_1

Jeff Hill

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder

Joel_Houck_1

Joel Houck, CFA, CFP®

Chief Operating Officer – Investments, Senior Financial Advisor

Shareholder

Claire_Huppert_1

Claire Huppert

ASSOCIATE ADVISOR
Jacob_Kelly_1

Jacob Kelly

Advisory Analyst
Bob_Killebrew_1

Robert S. Killebrew, Jr., CFA

SENIOR RELATIONSHIP ADVISOR
Mela_Kuzmenko_1

Mela Kuzmenko

SENIOR OPERATIONS ASSOCIATE
Paul_Lamari_1

Paul Lamari, JD

IN MEMORIAM
James_Leverett_1

James Leverett

Operations Associate
Bryan_Lopez_1

Bryan Lopez, CFA

CHIEF FINANCIAL OFFICER, INVESTMENT STRATEGIST

Shareholder

Austin_Main_1

Austin Main

Financial Advisor
Michael_Mele_1

Michael Mele, CFA

Portfolio Manager
Dan Mento-1-1

Dan Mento, CFA

Portfolio Manager

Wendi Miller Color Adjusted Horizontal (2)

Wendi Miller

Senior Client Service Associate
Greg Miseta

Greg Miseta

DIRECTOR, IT & Facilities

Ken_Myers_1

Ken Myers

Client & Investment Operations Manager

Hannah_Neitzke_1

Hannah Neitzke, CPA

Financial Advisor

Chad_Norfolk_1

Chad J. Norfolk, CFP®

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder, Marketing Committee Chair

Lindsay_Novotny_1

Lindsay Novotny, FPQP®

CLIENT SERVICE TEAM LEAD, Senior Client Service Associate
Kelly_Nowottnick_1

Kelly Moore Nowottnick, JD

Senior Financial Advisor

Shareholder

Hugh_Palmer_1

Hugh Palmer

Financial Advisor
Alexander_Price_1

Alexander Price, CFP®

Financial Advisor
Harrison_Rafiq_1

Harrison Rafiq

ASSOCIATE ADVISOR
Joan_Ranucci_1

Joan Ranucci

Senior Client Service Associate
Tim_Riley_1

Tim Riley

ASSOCIATE ADVISOR
Brandi_Roberts_1

Brandi Roberts, CPA

WMS FUNDS CONTROLLER
Josh_Rowe_10

Josh Rowe, PhD, CFA

CO-CHIEF INVESTMENT OFFICER, DIRECTOR OF RESEARCH

Shareholder, Asset Allocation Committee Chair

Zach_Ruchman_1

Zach Ruchman

Director, Private Investments
Jose_Ruiz_1

Jose Ruiz

Financial Advisor
Dianna_Samek_1

Dianna Samek

Senior Investment Operations Associate

Matt_Sanders_1

Matt Sanders

Investment Research Analyst
Brittany_Sanft_1

Brittany Sanft

Senior Operations Associate
Bryan_Seger_1

Bryan Seger

PRIVATE INVESTMENT OPERATIONS MANAGER
Paul_Speargas_1

Paul Speargas, CFA

CO-CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR

Shareholder, Investment Committee Chair

Simeon_Spruill_1

Simeon Spruill

Advisory Analyst
Toni_Staub_1

Toni Staub

Client Service Associate

Rebecca_Eberwein_1

Rebecca J. Streamo, JD

SENIOR FINANCIAL ADVISOR, SENIOR PLANNER

Shareholder, Planning Committee Chair

Betsy_Thropp_1

Betsy Thropp

Administrative Assistant
Lou_Ulman_1

Lou Ulman, JD

Senior Relationship Advisor
Chris_Walczak_1

Chris Walczak, CFP®, CTFA

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder, Advanced/Estate Planning Chair

Zakia_Weber_1

Zakia Khan Weber

Financial Advisor
Natalie_Whelton_1

Natalie Whelton, JD, LLM

FINANCIAL ADVISOR, SENIOR PLANNER

Tax Planning Chair

Todd_Wickwire_1

Todd M. Wickwire

CHIEF EXECUTIVE OFFICER

Shareholder

Jackie_Williams_1

Jackie Williams

Portfolio Accounting Manager
Zina_Winder_1

Zina Winder

Administrative Assistant
Dorothy_Zimmerman_1

Dorothy Zimmerman

Senior Client Service Associate
Katie_Zook_1

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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