-
More about Chris
Chris Walczak, CFP®, CTFA
Partner, Senior Client Advisor
-
More about Nate
Nate Allen
Senior Client Advisor
-
More about Gary
Gary Anderson, JD, CPA/PFS
Senior Client Advisor
-
More about Sam
Sam Callard, JD
Senior Client Advisor
-
More about Katie
Katie Carlson, CFP®
Client Advisor
-
More about Timothy
Timothy W. Chase, PFS, CFP®
Founder, Chairman
-
More about David
David Citron, CFA
Founder, Senior Strategist
-
More about Jeff
Jeff Cooke, AWMA®
Advisory Associate
-
More about Lesa
Lesa Crosser, AWMA®
Client Advisor, Portfolio Manager
-
More about Greg
Greg Danseglio
Advisory Associate
-
More about Martin
Martin Eby, CFP®
Founder, Senior Client Advisor
-
More about Gosia
Gosia K. Elashmawy, CFP®
Client Advisor
-
More about Jeff
Jeff Hill
Partner, Senior Client Advisor & Director of Family Office Services
-
More about Abby
Abby Holmes
Senior Client Advisor
-
More about Rebecca
Rebecca Streamo Eberwein, JD
Client Advisor & Estate Planning Specialist
-
More about Pace
Pace Kessenich
Partner, Senior Client Advisor
-
More about Robert
Robert S. Killebrew, Jr., CFA
Partner, Senior Investment Strategist
-
More about Alex
Alex Lieske
Client Advisor
-
More about Allison
Allison Miller
Advisory Associate
-
More about Chad
Chad J. Norfolk, CFP®, AIF®
Partner, Head of Advisory & Senior Client Advisor
-
More about Pete
Pete Sachs
Partner, Senior Client Advisor, Senior Strategist
-
More about Paul
Paul Speargas, CFA
Partner, Chief Investment Officer & Senior Client Advisor
-
More about Lou
Lou Ulman, JD
Senior Strategist
-
More about Jeffrey
Jeffrey Vain, CPA/PFS
Partner, Director of Advanced Planning
-
More about Lauren
Lauren Watson, CPA, CFP®
Client Advisor