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 Whitaker Client Advisor
- Bridget Burgess Client Advisor and Team Manager
- Carla Wigen Managing Director of Client Services
- Carley Clark Client Analyst
- Charlene Farkas Client Advisor
- Chris Rhea Client Analyst
- Cody Reaves Client Analyst
- David Baker Director, Investment Strategy and Research
- Debra Smiley Senior Fiduciary Analyst
- Erin Moyer Managing Director of Marketing & Communications
- Gino Perrina Chief Investment Officer
- Jaclyn Steiger Client Analyst
- Jeanne Goussev Managing Director of Fiduciary Services
- Jeff Sain Client Advisor
- Jim Tegeler Client Advisor
- Josh Hile Senior Investment Research Analyst
- Julie Dowell Fiduciary Analyst
- Kristen Bauer Chief Executive Officer
- Kristi Mathisen Managing Director of Tax and Financial Planning
- Lee-Norah Sanzo Client Advisor
- Matt Argyropoulos Client Analyst
- Monica Padineant Client Advisor
- Nadia Reynolds Client Advisor
- Nathan Barnard Investment Analyst
- Penny Bunch Senior Fiduciary Analyst
- Robert Hille General Counsel and Chief Compliance Officer
- Robert Trinchet Director of Technology
- Rodney Van Belle Client Advisor
- Ross Henry Client Advisor and Team Manager
- Sherry Lehmann Director of Human Resources
- Steve Ludvigsen Director of Finance
- Susan Zurek Client Advisor
- Tad Trammell Director of Operations
- Tonye Wokoma Client Analyst
- Traci Tipple Client Analyst
- Troy Brunner Business Development Officer
- Wendy Phillips Director of Sales