Meet the Team
Our Amazing People
Financial Planning
Jeff Chase
Senior Vice President, Financial Planning
Senior Wealth Manager
Travis Maus, AIFA®
Chief Executive Officer
Senior Wealth Manager
Jessica Blake, CTFA
Senior Wealth Manager
Dan Kain
Senior Wealth Manager
Jamie Shelton
Senior Wealth Manager
Hannah Burchell
Senior Wealth Manager
Adeeb Chowdhury
Financial Planner
Alex Ierardi
Financial Planner
Matt Goliber
Manager, Financial Planning Operations
Tiffany Dodd
Financial Planning Operations Specialist
Quin Ingraham
Financial Planner
Nick Ippolito
Financial Planner
Investment Management
Brad Eaton
Senior Vice President, Investment Services
Tyler Sherven, AIFA®
Manager of Institutional Services
Senior Investment Planner
CJ Gettelfinger, AIF®
Investment Planner
Lucas Nulsen, AIF®
Investment Planner
Caitlyn Urgiles
Trading Specialist
Kerstin Driscoll-Witt
Director, Suite(k)
Senior Retirement Plan Navigator
Cassidy McKnight
Investment Operations Associate
Amanda Dann
Investment Operations Associate
Jacob Martin
Investment Associate
Marketing and Client Experience
Tylar Polovchak
Content Specialist
Christina Powell
Digital Marketer
Mae Tichenor
Senior Client Support Specialist
Lori Zawiski
Client Services Associate
Tonya Laughing
Client Services Associate
Business and Operations
Dave Nirchi
Chief Operating Officer
Todd Wilcox
Chief Compliance Officer