Matt Westhoff, CFP® Chief Executive Officer Bill Weckback, CFP® Financial Planner Maria Alvarez, CFP® Financial Planner Jesse Dusablon Financial Planner Andrew McCluer, CFP®, MBA Wealth Advisor Andy Kowal Wealth Advisor Matt Lapides Chief Financial Officer
Geoff Eikmann, CFA Chief Investment Officer Julie Schwake Senior Client Services Manager Jacob Lewis Senior Operations Associate Jessi McGuire Operations Associate Emily Majeski Director of Operations Brendan Bradley Chief Technology Officer Jonathan Ewanio Compliance Officer Beth Chmelir Human Resources
