- Eric Bennett Chief Investment Officer Read Bio
- Tracie Klein Chief Financial Officer Read Bio
Chief Technology Officer
Chief Operating Officer Read Bio
- Jeff Strese Chief Talent and Learning Officer Read Bio
- Amy Armstrong Managing Director, Tax Read Bio
- Jennifer Wagoner Kirksey Managing Director, Wealth Operations Read Bio
- Susan Jenevein Director, Philanthropy Read Bio
We are one team, with a focus on the well-being of clients and one another. Innovation and collaboration are key elements to our brand and our approach. We built our business to serve, as evidenced by one of the highest advisor-to-client ratios in the industry.
Our multi-family office design is intended to give clients a better view of their entire financial picture. We partner with them to meet their needs in every financial situation, across all facets of wealth management, no matter how simple or complex.
We serve our clients by understanding their needs. Our firm is staffed to provide a highly personal service that fosters strong, long-term relationships. We go the extra mile to ensure clients have an exceptional experience working with us.