Rob Horwitz, CFP®
Sr. Financial Planner
Tammy Cooper, CPA, CFP®
Sr. Financial Planner
Tyler Bauer, CFP®
Wealth Strategist
William (Irish) Harrigan
Financial Planner
William Thompson
Wealth Strategist
Zachery Wingate
Wealth Strategist
Zubin Shah, CFP®, MPAS, APMA
Financial Planner
Amber Murphy
Senior Investment Strategist
Amy Ganz
Director, Investment Governance & Strategic Engagement
Andrea Shieh, CFP®, CIMA
Sr. Investment Strategist
Austin Burks, CFA®
Sr. Portfolio Manager
Austin Litvak, CFA, CFP®, CAIA®, CBE®
Director, Investment Research
Brett Thomas
Research Manager
Camille McCalla, MS
Portfolio Consultant
Cathy Hoang
Lead Portfolio Operations Specialist
Craig Weidenfeller
Portfolio Operations Manager
Daniel Maurer
Lead Trader
David Krakauer, CFA®, CRPS®
Vice President, Portfolio Management
David Simpson, CFP®, CFA®
Sr. Investment Strategist

