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