Ben Kautz, CFP®
Executive Managing Partner, East Division
David (Chip) Workman, CFP®
Managing Partner
Jeff Smith
Wealth Advisor
Julie Albright, CFA, CFP®
Wealth Advisor
Michael Raidt, CFP®
Principal
Kristen Comeau
Regional Vice President
Anthony (Tony) Strittholt, CRPC®, CEPA®
Regional Vice President
Chad Slaughter, J.D.
Regional Vice President
Leigh Edwards
Client Service Specialist
Marlie Montgomery
Client Service Specialist
Suzanne Randolph
Manager, Client Service

