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

Rebecca Wipfler

Senior Client Service Manager

CFP®

Johannah Bangert

Client Service Manager

Leigh-Anne Feldker

Client Service Manager

Jillian Johnson

Client Service Manager

Chad Shumake

Client Service Manager

Nikelle Turner

Client Service Manager

Trevor Wood

Client Service Manager

News & Updates

  • First Quarter Investment Report – 2025

    First Quarter Investment Report – 2025

    Introduction When “decades happen in weeks”, even the past quarter’s events can seem like old news already. While this is…

  • Monthly Recap – March 2025

    Monthly Recap – March 2025

    MONTHLY OBSERVATIONS Diversification Benefits Shine During Another Tough Month for US Equities Policy uncertainty and recession risks were the key…

  • Liberation Day

    Liberation Day

    Tim Side, CFA – Investment Strategist “THERE ARE DECADES WHERE NOTHING HAPPENS; AND THERE ARE WEEKS WHERE DECADES HAPPEN.” V.I.…