Team Members

Brooke Hunady

Partner

CFP®

Matthew Ring

Partner

CPA, CFP®, AIF®

Matt Sallaberry

Partner

CEPA, CFP®

Jake Winegrad

Partner

AIF®, CFP®

Brad Jacobs

Senior Advisor

CFP®, TGPC

Jerry West

Senior Advisor

CFA, CAIA, CRPC™, AIF®

Mona Gooden

Senior Retirement Plan Advisor

CEBS, QPA, QKC, QKA®, CPFA®, AIF®

Hannah Harrison

Retirement Plan Advisor

QKA®, TGPC

Ally Kell

Advisor

CFP®

Matt Schoelch

Advisor

CFP®, CPA

Andrea Berg

Operations Manager

Lori Pullman

Senior Retirement Plan Service Manager

Johannah Bangert

Client Service Manager

Leigh-Anne Feldker

Client Service Manager

Sherre Flavin

Director of Client Engagement & Client Service Manager

Will Hanley

Client Service Manager

Jillian Johnson

Client Service Manager

Julie Pinkley

Retirement Plan Service Manager

Chad Shumake

Client Service Manager

Nikelle Turner

Client Service Manager

Trevor Wood

Client Service Manager

News & Updates