Ben Kautz, CFP®
Executive Managing Partner, East Division
Jessica Caruso, CFP®
Executive Managing Partner, West Division
Josh DeForest, CFA, CFP®
Executive Managing Partner, Head of Client Delivery
Josh Gustafson
Executive Managing Partner
Kevin Jack, CFP®
Executive Managing Partner, Client Services and Planning
Laura Combs, CFP®, MBA
Executive Managing Partner, Women & Wealth and Central Channel
Andrew Medders, CFP®
Partner
Annie Gottbehuet
Managing Partner
Brian Picariello, CPA/PFS, CFA®
Managing Partner
Brian Sullivan, CFP®, MBA, EA
Sr. Wealth Advisor, Sr. Director
Christopher Blackmon
Managing Partner
Dane Sauer, CFP®
Managing Partner
David (Chip) Workman, CFP®
Managing Partner
David H. Levy, MBA, CFP®, AEP®
Managing Partner
David Kerber, CFP®, CRPC®, MPAS®, ABFP℠
Managing Partner
Dustin C. Stiefel
Sr. Wealth Advisor

