Ben Kautz, CFP®
Executive Managing Partner, East Division
David (Chip) Workman, CFP®
Managing Partner
James S. Ryan, JD, CFP®, AIF®
Sr. Wealth Advisor
Jeff Smith
Wealth Advisor
Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®
Director, Retirement Plan Operations
Michael Raidt, CFP®
Principal
Lisa J. Miller, FPQP™
Manager of Operations
Marlie Montgomery
Client Service Specialist
Suzanne Randolph
Manager, Client Service
Chad Slaughter, J.D.
Regional Vice President
Haana Frank, CFP®
Director, Financial Planning
Samuel Vanadia
Tax Associate
Courtney Foley
Sr. Retirement Plan Manager

