Matt Westhoff, CFP® Chief Executive Officer Bill Weckback, CFP® Financial Planner Matt Lapides Chief Financial Officer Brendan Bradley Chief Technology Officer Beth Chmelir Chief Operations Officer Julie Schwake Senior Client Services Manager Andrew McCluer, CFP®, MBA Wealth Advisor Maria Alvarez, CFP® Financial Planner Jacob Lewis Senior Operations Associate Geoff Eikmann, CFA Chief Investment Officer
