Meet Our Team

Aaron Tomlin

Director, Operations

Bio

Aaron Tomlin

Director, Operations

Alexandra Stimpson

Vice President, Advisory

Bio

Alexandra Stimpson

Vice President, Advisory

Ali Schmitt

Associate, Advisory

Bio

Ali Schmitt

Associate, Advisory

R. Andrew LeBlanc

Partner, Chief Revenue Officer

Bio

R. Andrew LeBlanc

Partner, Chief Revenue Officer

Arynn DeLuca

Associate, Alternative Operations

Bio

Arynn DeLuca

Associate, Alternative Operations

Braden Kopp, CFP®

Associate, Advisory

Bio

Braden Kopp, CFP®

Associate, Advisory

Bradley Jacobs

Associate, Relationship Management

Bio

Bradley Jacobs

Associate, Relationship Management

Carson Kimple

Senior Analyst, Investment Management

Bio

Carson Kimple

Senior Analyst, Investment Management

Chip Gaddis

Director, Investment Management

Bio

Chip Gaddis

Director, Investment Management

Connor Kucera, CFA®

Managing Director, Advisory

Bio

Connor Kucera, CFA®

Managing Director, Advisory

Damian King

Senior Associate, Corporate Administration & Events

Bio

Damian King

Senior Associate, Corporate Administration & Events

Emily Salatich Macintosh, JD, CFP®, ChFC®

Director, Trust & Estate

Bio

Emily Salatich Macintosh, JD, CFP®, ChFC®

Director, Trust & Estate

Erica Black

Vice President, Operations

Bio

Erica Black

Vice President, Operations

Jack Vanier

Vice President, Advisory

Bio

Jack Vanier

Vice President, Advisory

James Angelica

Director, Alternatives

Bio

James Angelica

Director, Alternatives

Jamie Knall

Founding Partner, Advisory

Bio

Jamie Knall

Founding Partner, Advisory

Jamie Ratner Rich, CFP®

Partner, Advisory

Bio

Jamie Ratner Rich, CFP®

Partner, Advisory

Jaqueline Sanderson

Director, Relationship Management

Bio

Jaqueline Sanderson

Director, Relationship Management

Jeffrey Cohen, JD

Founding Partner, Advisory

Bio

Jeffrey Cohen, JD

Founding Partner, Advisory

John Rapp

Senior Analyst, Investment Management

Bio

John Rapp

Senior Analyst, Investment Management

Josh Burgan, CFA®

Director, Alternatives

Bio

Josh Burgan, CFA®

Director, Alternatives

Josh Ryngler

Senior Associate, Corporate Development & Chief of Staff

Bio

Josh Ryngler

Senior Associate, Corporate Development & Chief of Staff

Joshua Shneyderov

Managing Director, Investment Management

Bio

Joshua Shneyderov

Managing Director, Investment Management

Kathleen O'Marro

Partner, Relationship Management

Bio

Kathleen O'Marro

Partner, Relationship Management

Ken Pollard

Associate, Operations

Bio

Ken Pollard

Associate, Operations

Kevin Roorbach

Associate, Relationship Management

Bio

Kevin Roorbach

Associate, Relationship Management

Laura Sasse

Partner, Relationship Management & Corporate Administration

Bio

Laura Sasse

Partner, Relationship Management & Corporate Administration

Liz Ewing

Chief Financial Officer

Bio

Liz Ewing

Chief Financial Officer

Lucy Aquilano

Associate, Relationship Management

Bio

Lucy Aquilano

Associate, Relationship Management

Madison Provo

Analyst, Advisory

Bio

Madison Provo

Analyst, Advisory

Max Rijkenberg

Chief Legal Officer & Chief Compliance Officer

Bio

Max Rijkenberg

Chief Legal Officer & Chief Compliance Officer

Michael Aguirre, CFA®

Partner, Advisory

Bio

Michael Aguirre, CFA®

Partner, Advisory

Michael Hall, CFA®

Partner, Advisory & Investment Management

Bio

Michael Hall, CFA®

Partner, Advisory & Investment Management

Patrick O'Marro, CFA®, CFP®, CAIA®

Partner, Advisory

Bio

Patrick O'Marro, CFA®, CFP®, CAIA®

Partner, Advisory

T.C. Knipp

Vice President, Advisory

Bio

T.C. Knipp

Vice President, Advisory

Tai Corbett

Associate, Relationship Management

Bio

Tai Corbett

Associate, Relationship Management

Terry Leffew

Director, Investment Management

Bio

Terry Leffew

Director, Investment Management

Thomas Pence, CFA®

Founding Partner, Advisory

Bio

Thomas Pence, CFA®

Founding Partner, Advisory

Timothy Jansen

Partner, Advisory

Bio

Timothy Jansen

Partner, Advisory

Tom Morgan

Director, Client Communications and Marketing

Bio

Tom Morgan

Director, Client Communications and Marketing

Zach Heeke, MBA

Associate, Operations

Bio

Zach Heeke, MBA

Associate, Operations