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
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
Madeline Bradley
Sr. Client Service Specialist
Tami Leffingwell
Manager, Client Service
Sean Miller
Sr. Director, People Operations

