Grady Gaynor
PRESIDENT & CEO
PRESIDENT & CEO
Kevin Alerding
DIRECTOR, FAMILY OFFICE
DIRECTOR, FAMILY OFFICE
Courtney Laub, CFP®
DIRECTOR OF CLIENT SERVICE
DIRECTOR OF CLIENT SERVICE
Charlie Castino, CFP®
WEALTH MANAGER
WEALTH MANAGER
Donna Dickinson
CHIEF COMPLIANCE OFFICER
CHIEF COMPLIANCE OFFICER
Jenny Scheffsky
SR. CLIENT ADMIN, FAMILY OFFICE
SR. CLIENT ADMIN, FAMILY OFFICE
Anne Smith
INVESTMENT REPORTING ANALYST & CLIENT SERVICE ADMIN
INVESTMENT REPORTING ANALYST & CLIENT SERVICE ADMIN
Braden Vernot
CLIENT SERVICE ASSOCIATE
CLIENT SERVICE ASSOCIATE