Rob Herman
Chief Executive Officer
Ed Bell
Chairman
Jeff Palmer
President
Lauren Rich Fine, CFA
Senior Managing Director
Ken Brodkowitz
Chief Investment Officer
Brent Horvath
Senior Director, Wealth Management Services
Kris Jarosz
Senior Director, Research & Portfolio Management
Robert Samrah, CFA
Director, Wealth Management Services
Angelo Leslie
Director, Wealth Management Services
Melynda Rodgers, CLU, CLTC, LACP
Director, Wealth Management Services
Sally Gries
Founder
Vick Khoboyan
Portfolio Manager and Director Investments
Jared Gruszczynski
Director, Wealth Management Services
Daniel Beringer
Director, Wealth Management Services
Steve Zimmerman
Research Manager
Shannon Gallagher
Director, Operations and Client Services
Mary Ann Doherty
Portfolio Manager
Traci Reynolds
Senior Operations Specialist
Joy Hayes
Operations Specialist
Andre Bell
IT & Operations Specialist
Abby Hausman
Operations Specialist
Pam Ziegan
Wealth Management Administrator
Cecelia Catcher
Client Service Associate
Diane Kotara
Office Manager
Mike Gilmore
Board of Managers
Mike Davidson
Board of Managers
David Littleton
Board of Managers
