
Chad Staskal, CFP®
Sr. Wealth Advisor I

Matthew Hobson
Wealth Advisor I

Suzanne Daniel, CFP®
Wealth Advisor II

Jake Springer
Financial Planner II

Christopher Farrens, CPA
Senior Tax Manager

Hans Doorn, CPA
Director, Tax Services

Kimberly Brush, EA, LTC
Sr. Tax Support Specialist

Hannah Webster
Client Service Specialist

Miranda Nusbaum
Sr Client Service Specialist

Virginia Cramp
Sr Client Service Specialist