Meet the Team
Our Amazing People
Leadership Team Member
Travis Maus, AIFA®
Chief Executive Officer, Chief Compliance Officer
Senior Wealth Manager
Ryan Berkeley, AIF®, APMA®
Senior Wealth Manager
Fred Costantino,Jr. CFP®, AIF®
Senior Investment Analyst
Steve Campbell
Chief Brand Officer
Senior Vice President, Client Experience
Dave Nirchi
Chief Operating Officer
Kerstin Driscoll
Director, Suite(k)
Senior Retirement Plan Navigator
Jeff Chase
Vice President, Financial Planning
Senior Wealth Manager
Hannah Burchell
Manager of Tax Planning
Senior Financial Planner
Emmy Shafer
Senior Manager, Admin & Operations
Bill Hamilton
Chief Financial Officer
Chief Technology Officer
Kayla Record
Senior College Planning Specialist
Learn What It Means to Be On the Leadership Team
Get to Know Our Teams!
Financial Planning Team
Travis Maus, AIFA®
Chief Executive Officer, Chief Compliance Officer
Senior Wealth Manager
Jeff Chase
Vice President, Financial Planning
Senior Wealth Manager
Kevin McCarter, AWMA™
Manager, Financial Planning Procedures
Financial Planner
Ryan Berkeley, AIF®, APMA®
Senior Wealth Manager
Jessica Blake, CTFA
Manager, Financial Planning Education
Wealth Manager
Jamie Roths
Dan Kain
Wealth Manager
Hannah Burchell
Manager of Tax Planning
Senior Financial Planner
Kayla Record
Senior College Planning Specialist
Nathan Miller
Associate Planner
Investment Team
Brad Eaton
Fred Costantino,Jr. CFP®, AIF®
Senior Investment Analyst
Tyler Sherven, AIF®
CJ Gettelfinger
Investment Associate
Caitlyn Urgiles
Investment Associate
Kerstin Driscoll
Director, Suite(k)
Senior Retirement Plan Navigator
Admin & Operations Team
Emmy Shafer
Senior Manager, Admin & Operations
Mae Tichenor
Administrative Coordinator
Tonya Shott
Operations Specialist
Matt Goliber
Operations Specialist
Juliana Challis
Administrative Coordinator
Finance and Compliance
Bill Hamilton
Chief Financial Officer
Chief Technology Officer
Carla Klepin
Compliance Manager
Christina Dwyer
Staff Accountant
Marketing Team
Steve Campbell
Chief Brand Officer
Senior Vice President, Client Experience
Hector Lopez
