Meet Our Team
Aaron Tomlin
Director

Aaron Tomlin
Director
Ali Schmitt
Senior Analyst

Ali Schmitt
Senior Analyst
Andy LeBlanc
Partner, Chief Compliance Officer

Andy LeBlanc
Partner, Chief Compliance Officer
Arynn DeLuca
Associate

Arynn DeLuca
Associate
Carson Kimple
Analyst

Carson Kimple
Analyst
Connor Kucera, CFA®
Managing Director
Bio

Connor Kucera, CFA®
Managing Director
Damian King
Associate

Damian King
Associate
Jack Vanier
Senior Associate

Jack Vanier
Senior Associate
James Angelica
Director

James Angelica
Director
Jamie Knall
Founding Partner
Bio

Jamie Knall
Founding Partner
Jamie Ratner Rich, CFP®
Partner
Bio

Jamie Ratner Rich, CFP®
Partner
Jaqueline Sanderson
Senior Associate

Jaqueline Sanderson
Senior Associate
Jeffrey Cohen, JD
Founding Partner
Bio

Jeffrey Cohen, JD
Founding Partner
John Rapp
Senior Analyst

John Rapp
Senior Analyst
Joshua Ryngler
Associate

Joshua Ryngler
Associate
Joshua Shneyderov
Director

Joshua Shneyderov
Director
Kevin Roorbach
Associate

Kevin Roorbach
Associate
Laura Sasse
Partner

Laura Sasse
Partner
Michael Aguirre, CFA®
Partner
Bio

Michael Aguirre, CFA®
Partner
Michael Hall, CFA®
Partner
Bio

Michael Hall, CFA®
Partner
Patrick O'Marro, CFA®, CFP®, CAIA®
Partner
Bio

Patrick O'Marro, CFA®, CFP®, CAIA®
Partner
Peter Teneriello
Director
Bio

Peter Teneriello
Director
Shelly Carnes
Associate

Shelly Carnes
Associate
T.C. Knipp
Associate

T.C. Knipp
Associate
Tai Corbett
Associate

Tai Corbett
Associate
Terry Leffew
Director

Terry Leffew
Director
Thomas Pence, CFA®
Founding Partner
Bio

Thomas Pence, CFA®
Founding Partner
Timothy Jansen
Partner
Bio

Timothy Jansen
Partner
Tom Morgan
Director
Bio

Tom Morgan
Director
Zach Heeke
Analyst

Zach Heeke
Analyst
