Team Members

Brooke Hunady

Partner

CFP®

Matthew Ring

Partner

CPA, CFP®, AIF®

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

Matt Sallaberry

Advisor

CEPA, CFP®

Matt Schoelch

Advisor

CFP®, CPA

Andrea Berg

Operations Manager

Lori Pullman

Senior Retirement Plan Service Manager

Johannah Bangert

Client Service Manager

Crystal Chandler

Client Service Manager

Leigh-Anne Feldker

Client Service Manager

Jillian Johnson

Client Service Manager

Chad Shumake

Client Service Manager

Nikelle Turner

Client Service Manager

News & Updates

  • Monthly Recap – November 2024

    Monthly Recap – November 2024

    Monthly Observations Election Certainty Provides Catalyst for US Market Surge The month began with a resounding victory for former President…

  • T is for Tariffs

    T is for Tariffs

    That pesky thing known as the Federal Reserve dashed some cold water on the Trump rally last week, as Fed…

  • One Week Later…

    One Week Later…

    Tim Side, CFA – Investment Strategist Déjà vu? One week out from the election results and there is an oddly…