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Proactive and Responsive MEET OUR ADVISORS

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    More about Nate

    Nate Allen

    Senior Financial Advisor, Private Debt & Equity Committee Chairman

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    More about Gary

    Gary Anderson, JD, CPA/PFS/AEP/AIF

    Principal, Senior Planner

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    More about Sam

    Sam Callard, JD

    Senior Financial Advisor, Real Estate Committee Chairman

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    More about Laura

    Laura Carr

    PRINCIPAL, CHIEF ADVISORY OFFICER

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    More about Timothy

    Timothy W. Chase, CFP®

    Co-Founder, Chairman, Shareholder

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    More about David

    David Citron, CFA®

    Co-Founder, Senior Relationship Advisor, Shareholder

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    More about Lesa

    Lesa Crosser, AWMA®

    Senior Financial Advisor

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    More about Rebecca

    Rebecca Streamo Eberwein, JD

    Financial Advisor, Planner

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    More about Martin

    Martin Eby, CFP®

    Co-Founder, Senior Financial Advisor, Shareholder

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    More about Lisa

    Lisa Edwards, CFA®

    FINANCIAL ADVISOR

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    More about Gosia

    Gosia K. Elashmawy, CFP®

    Advisory Strategy Manager, Financial Advisor

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    More about Safiya

    Safiya Fellous

    Associate Advisor

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    More about Jeff

    Jeff Hill

    Principal, Senior Financial Advisor, Shareholder

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    More about Zakia

    Zakia Khan

    Associate Advisor

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    More about Robert

    Robert S. Killebrew, Jr., CFA®

    Senior Relationship Advisor

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    More about Carson

    Carson Price Korenman, CFP®

    Financial Advisor

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    More about Austin

    Austin Main

    Financial Advisor

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    More about Matthew

    Matthew Mueller

    Analyst

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    More about Chad

    Chad J. Norfolk, CFP®

    Principal, Senior Financial Advisor, Shareholder

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    Kelly Moore Nowottnick, JD

    Senior Financial Advisor

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    More about Hugh

    Hugh Palmer

    Financial Advisor

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    More about Hannah

    Hannah Popp, CPA

    Associate Advisor

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    More about Jose

    Jose Ruiz

    Associate Advisor

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    More about Pete

    Pete Sachs

    Senior Financial Advisor

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    More about Maxine

    Maxine Shevlin

    ANALYST

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    More about Robert

    Robert Simpson

    Analyst

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    More about Paul

    Paul Speargas, CFA®

    Principal, Chief Investment Officer, Senior Financial Advisor, Shareholder

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    More about Lou

    Lou Ulman, JD

    Senior Relationship Advisor

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    More about Chris

    Chris Walczak, CFP®, CTFA

    Principal, Senior Financial Advisor

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    More about Natalie

    Natalie Whelton, JD

    Financial Advisor, Planner

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    More about Todd

    Todd Wickwire

    CHIEF EXECUTIVE OFFICER, SHAREHOLDER

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    More about Katie

    Katie Carlson Zook, CFP®

    Financial Advisor

Learn what the Open Family Office can do for you What we do Ownership spanning three generations Meet our Team
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