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More about Nate
Nate Allen
Senior Client Advisor & Private Debt Committee Chairman
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More about Gary
Gary Anderson, JD, CPA/PFS
Senior Client Advisor
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More about Sam
Sam Callard, JD
Senior Client Advisor
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More about Katie
Katie Carlson, CFP®
Client Advisor
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More about Laura
Laura Carr
Principal, Chief Advisory Officer
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More about Timothy
Timothy W. Chase, PFS, CFP®
Principal, Chairman, Shareholder
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More about David
David Citron, CFA®
Principal, Senior Strategist, Shareholder
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More about Lesa
Lesa Crosser, AWMA®
Senior Client Advisor, Portfolio Manager
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More about Mike
Mike Darosa
Advisory Associate
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More about Martin
Martin Eby, CFP®
Principal, Senior Client Advisor, Shareholder
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More about Lisa
Lisa Edwards, CFA®
Client Advisor
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More about Gosia
Gosia K. Elashmawy, CFP®
Client Advisor
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More about Safiya
Safiya Fellous
Advisory Associate
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More about Jeff
Jeff Hill
Principal, Senior Client Advisor, Director of Family Office Services, Shareholder
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More about Rebecca
Rebecca Streamo Eberwein, JD
Client Advisor & Estate Planning Specialist
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More about Robert
Robert S. Killebrew, Jr., CFA®
Senior Investment Strategist
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More about Alex
Alex Lieske
Client Advisor
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More about Chad
Chad J. Norfolk, CFP®, AIF®
Principal, Senior Client Advisor, Shareholder
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More about Jessica
Jessica Nyce
Financial Planning Associate
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More about Hugh
Hugh Palmer
Client Advisor
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More about Jose
Jose Ruiz
Advisory Associate
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More about Pete
Pete Sachs
Principal, Senior Client Advisor, Shareholder
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More about Maxine
Maxine Shevlin
Advisory Associate
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More about Paul
Paul Speargas, CFA®
Principal, Chief Investment Officer, Shareholder
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More about Lou
Lou Ulman, JD
Senior Strategist
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More about Chris
Chris Walczak, CFP®, CTFA
Principal, Senior Client Advisor
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More about Todd
Todd Wickwire
Principal, Chief Executive Officer