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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
Chief Advisory Officer
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More about Timothy
Timothy W. Chase, PFS, CFP®
Founder, Chairman
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More about David
David Citron, CFA®
Founder, Senior Strategist
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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®
Founder, Senior Client Advisor
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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
Partner, Senior Client Advisor & Director of Family Office Services
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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®
Partner, 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®
Partner, Senior Client Advisor
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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
Partner, Senior Client Advisor, Senior Strategist
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More about Maxine
Maxine Shevlin
Advisory Associate
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More about Paul
Paul Speargas, CFA®
Partner, Chief Investment Officer & Senior Client Advisor
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More about Lou
Lou Ulman, JD
Senior Strategist
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More about Chris
Chris Walczak, CFP®, CTFA
Partner, Senior Client Advisor