Meet the Team

Our People Are Our Greatest Assets

 

LEADERSHIP

Meet our executive team
Laura_Carr_1

Laura Carr

Chief Operating Officer

Shareholder

Timothy_Chase_1

Timothy W. Chase, CFP®

CHAIRMAN

Co-Founder, Shareholder

David_Citron_1

David Citron, CFA

PRIVATE INVESTMENT STRATEGIST

Co-Founder, Shareholder

Martin_Eby_1

Martin Eby, CFP®

SENIOR FINANCIAL ADVISOR

Co-Founder, Shareholder

Jeff_Hill_1

Jeff Hill

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder

Paul_Lamari_1

Paul Lamari, JD

GENERAL COUNSEL, CHIEF COMPLIANCE OFFICER

Shareholder

Bryan L horizontal 2 (7)

Bryan Lopez, CFA

CHIEF FINANCIAL OFFICER, INVESTMENT STRATEGIST

Shareholder

Chad_Norfolk_1

Chad J. Norfolk, CFP®

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder, Marketing Committee Chair

Josh vertical tie color adjusted

Josh Rowe, PhD, CFA

CO-CHIEF INVESTMENT OFFICER, DIRECTOR OF RESEARCH

Shareholder, Asset Allocation Committee Chair

Paul_Speargas_1

Paul Speargas, CFA

CO-CHIEF INVESTMENT OFFICER, SENIOR FINANCIAL ADVISOR

Shareholder, Investment Committee Chair

Todd_Wickwire_1

Todd M. Wickwire

Chief Executive Officer

Shareholder

 

THE TEAM

Dave Adams

Dave Adams, CPA

Controller
Courtney Agar Retouched (6)

Courtney Agar

Investment Reporting Associate
Alex Aiken

Alex Aitken, FPQP™

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
Eric_Bland_1

Eric Bland, CFA

Senior Portfolio Manager

Public Markets Investment Committee Chair

Juli_Blum_1

Juli Blum

Client Development Manager

Wendy_Borden_1

Wendy Borden

Administrative Assistant
Sam_Callard_1

Sam Callard, JD

SENIOR FINANCIAL ADVISOR

Shareholder, Real Estate Committee Chair

Bettye_Chambers_1

Bettye Chambers

Portfolio Accountant
Ania Charles

Ania Charles

Compliance Officer
Lesa_Crosser_1

Lesa Crosser, AWMA®

SENIOR FINANCIAL ADVISOR
Ann Desforges

Ann Desforges

Portfolio Accountant
Edward_Eby_1

Edward Eby

Senior Planning Specialist
Lisa_Edwards_1

Lisa Edwards, CFA, CFP®, CTP

FINANCIAL ADVISOR
Emilio_Egea_1

Emilio Egea

BUSINESS ANALYST
Gosia_Elashmawy_1

Gosia Elashmawy, CFP®

SENIOR FINANCIAL ADVISOR

Shareholder, Financial Planning Chair

Cari Elliott

Cari Elliott

Advisory Analyst
Dan_Feeser_1

Dan Feeser

Director Investment Reporting
Safiya_Fellous_1

Safiya Fellous

Associate Advisor
Darnell Foster

Darnell Foster

Client Service Associate
Amanda Franklin

Amanda Franklin

Senior Client Service Associate
Tammy_Galusky_1

Tammy Galusky

Client Onboarding Coordinator
Kasey_Gantner_1

Kasey Gantner

Private Investment Associate
John_Goodman_1

John Goodman

CLIENT & INVESTMENT OPERATIONS MANAGER
Michael_Green_1

Michael Green

Client Service Associate
Tantania Gregg

Tantania Gregg

Operations Analyst
Paul_Ha_1-1

Paul Ha

ASSOCIATE ADVISOR
Joel_Houck_1

Joel Houck, CFA, CFP®

Senior Financial Advisor, Director, Portfolio Management

Shareholder

Claire_Huppert_1

Claire Huppert

ASSOCIATE ADVISOR
Sarah_Jones_1

Sarah Jones

SENIOR CLIENT SERVICE ASSOCIATE
Bob Killebrew

Robert S. Killebrew, Jr., CFA

SENIOR RELATIONSHIP ADVISOR
Mela_Kuzmenko_1

Mela Kuzmenko

SENIOR OPERATIONS ASSOCIATE
Matthew_Linehan_1

Matthew Linehan

Advisory Analyst
Austin_Main_1

Austin Main

Financial Advisor

Dan Mento-1-1

Dan Mento, CFA

Portfolio Manager
Greg Miseta

Greg Miseta

IT & Facilities Manager
Ken_Myers_1

Ken Myers

Client & Investment Operations Manager

Hannah_Neitzke_1

Hannah Neitzke, CPA

Financial Advisor

Lindsay_Novotny_1

Lindsay Novotny, FPQP™

Senior Client Service Associate
Kelly_Nowottnick_1

Kelly Moore Nowottnick, JD

Senior Financial Advisor

Shareholder

Hugh_Palmer_1

Hugh Palmer

Financial Advisor
Mike Pirolli

Mike Pirolli

Associate Advisor
Alexander_Price_1

Alexander Price, CFP®

Financial Advisor
Harrison Rafiq

Harrison Rafiq

Advisory Analyst
Joan_Ranucci_1

Joan Ranucci

Client Service Associate
Tim Riley

Tim Riley

Advisory Analyst
Brandi_Roberts_1

Brandi Roberts

WMS FUNDS CONTROLLER
Jose_Ruiz_1

Jose Ruiz

Financial Advisor
Dianna_Samek_1

Dianna Samek

Senior Investment Operations Associate

Brittany Sanft

Brittany Sanft

Senior Operations Associate
Bryan_Seger_1

Bryan Seger

PRIVATE INVESTMENT OPERATIONS MANAGER
Robert Simpson

Robert Simpson

Associate Advisor
Simeon_Spruill

Simeon Spruill

Advisory Analyst
Toni Staub

Toni Staub

Client Service Associate

Rebecca_Eberwein_1

Rebecca J. Streamo, JD

FINANCIAL ADVISOR, SENIOR PLANNER

Shareholder, Planning Committee Chair

Reiley_Syrek_1

Reiley Syrek

Portfolio Manager
Matthew Tighe

Matthew Tighe

Investment Operations Associate
Betsy_Thropp_1

Betsy Thropp

Administrative Assistant
Lou_Ulman_1

Lou Ulman, JD

Senior Relationship Advisor
Chris Walczak

Chris Walczak, CFP®, CTFA

SENIOR FINANCIAL ADVISOR, ADVISORY TEAM LEADER

Shareholder, Advanced/Estate Planning Chair

Zakia_Weber_1

Zakia K. Weber

Financial Advisor

Natalie_Whelton_1

Natalie Whelton, JD

FINANCIAL ADVISOR, PLANNER

Tax Planning Chair

Jackie_Williams_1

Jackie Williams

Portfolio Accounting Manager
Zina 2 (7)

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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