Ben Kautz, CFP®
Executive Managing Partner, East Division
Matthew R. Bohrer
Managing Partner
Brent Kerstetter, CFP®, MBA
Sr. Wealth Advisor
Kristen Cordell, CPFA®
Wealth Advisor, Retirement Plans
Liz Yunker, CFP®
Wealth Advisor
Lori Bumgart, CFP®
Wealth Advisor
Nick Bond, CFP®, MBA
Sr. Wealth Advisor
Scott Williams, CFP®
Sr. Wealth Advisor
Anthony Koehler, CFP®, MBA
Regional Vice President
Shannon Gaskin
Regional Vice President
Josh Davis
Wealth Strategist
Kelsey Holdridge
Client Service Specialist
Madeline Bradley
Sr. Client Service Specialist
Mary Romanak
Client Service Specialist
Tami Leffingwell
Manager, Client Service
Sean Miller
Sr. Director, People Operations

