More Than Stewards for Your Wealth
Partners in your possibilities.
To provide you with peace of mind and confidence in your future. That is our ultimate goal. And the team we have in place makes it happen. We have spent decades assembling a group of experts uniquely capable of optimizing all aspects of your financial life – from investments, to tax planning, to trusts and estates. Just as important: We work closely together and with you to align (and re-align) your finances with your life and your legacy. The result: Wealth Regeneration now and for generations to come.
- Brian Johnson Director, Client Services
- Brian Whitaker Senior Director, Client Services
- Bridget Burgess Senior Director, Client Services
- Carla Wigen Chief Operating Officer
- Carley Clark Client Analyst
- Charlene Farkas Director, Client Services
- Chris Rhea Client Analyst
- Cody Reaves Client Analyst
- Conrad Gehrmann Chief Financial Officer
- David Baker Director, Investment Research
- Debra Smiley Senior Fiduciary Analyst
- Erin Moyer Managing Director, Marketing & Communications
- Gino Perrina Chief Investment Officer
- Jaclyn Steiger Client Analyst
- James Mahoney Director, Client Services
- Jay Levesque Director, Alternative Investment Research
- Jeanne Goussev Senior Director, Fiduciary Development
- Jeff Sain Director, Client Services
- Jerry Peters Managing Director, Investment Strategy
- Jim Tegeler Director, Client Services
- John Goodwin Chief Business Development Officer
- Josh Hile Director, Equity Research
- Julie Dowell Fiduciary Analyst
- Kristen Bauer Chief Executive Officer
- Kristi Mathisen Managing Director, Tax & Financial Planning
- Lee-Norah Sanzo Senior Director, Client Services
- Leslie Harrison Senior Compliance Officer
- Lin Gong Director, Client Services
- Matt Argyropoulos Client Analyst
- Monica Padineant Director, Client Services
- Nadia Reynolds Director, Client Services
- Nathan Barnard Investment Analyst
- Penny Bunch Senior Fiduciary Analyst
- Robert Hille General Counsel and Chief Compliance Officer
- Robert Trinchet Director, Information Technology
- Rodney Van Belle Director, Client Services
- Ross Henry Senior Director, Client Services
- Scott Butterfield Chief Client Services Officer
- Sherry Lehmann Managing Director, Human Resources
- Steve Ludvigsen Director, Finance
- Susan Zurek Director, Client Services
- Tad Trammell Managing Director, Operations & Reporting
- Teri LaMar Senior Director, Client Services
- Tonye Wokoma Client Analyst
- Traci Tipple Client Analyst
- Troy Brunner Business Development Officer
- Wendy Phillips Director, Sales