Our people are our DNA.

Our success—and your success—all begin with one thing. Our people.

From our advisors, who are part of the top 1% who hold both CFP® and CFA® designations to our CPAs with over 100 years of combined experience, we pride ourselves on offering only the highest level of expertise and education. However, we know that knowledge is only half of what is needed to create success. The other half is trust. Trust that starts with getting to know you, your goals, and your situation. Trust that our fiduciaries are legally bound to serving your best interests.

The Team

  1. Perry Argiropoulos
    Perry Argiropoulos
    Operations Analyst
  2. Jean Baert, CPA, CFP<sup>®</sup>, AIF<sup>®</sup>
    Jean Baert, CPA, CFP®, AIF®
    Wealth Advisor
  3. Lora Bak
    Lora Bak
  4. Jacob Bice
    Jacob Bice
    Client Service Specialist
  5. Jana Blaschak, CPA
    Jana Blaschak, CPA
    Senior Manager, Accounting Services
  6. Laura Chamness
    Laura Chamness
    Client Service Specialist
  7. Christopher J Crandall, CPA
    Christopher J Crandall, CPA
    Wealth Advisor
  8. Timothy F Crandall, CPA
    Timothy F Crandall, CPA
    Wealth Advisor
  9. Emma Davidson, CPA
    Emma Davidson, CPA
    Senior Business Advisor
  10. Chris Dieckow, CFA<sup>®</sup>, CWS<sup>®</sup>
    Chris Dieckow, CFA®, CWS®
    Wealth Advisor
  11. Brian Dorn, AIF<sup>®</sup>
    Brian Dorn, AIF®
    Chief Investment Officer
  12. Brian Eisenmenger, CPA, MST
    Brian Eisenmenger, CPA, MST
    Tax Lead-Technical/Staff Development
  13. Zach Gordon, CPA
    Zach Gordon, CPA
    Director of Tax Services
  14. John Grebe, CPA
    John Grebe, CPA
  15. Drew Grider, CFA
    Drew Grider, CFA
  16. Charles Hartman
    Charles Hartman
    Wealth Advisor
  17. TJ Hunt, CPA
    TJ Hunt, CPA
    Senior Accountant
  18. Ryan Kahlenberg
    Ryan Kahlenberg
    Wealth Advisor
  19. Kelly Kovasic
    Kelly Kovasic
    Client Service Specialist
  20. Kim Kreil, CPA
    Kim Kreil, CPA
  21. Kathy Maddox
    Kathy Maddox
    Office Manager
  22. Marie McGrath, CPA, CMA, MBA
    Marie McGrath, CPA, CMA, MBA
    Senior Manager, Tax
  23. Chris McManama
    Chris McManama
    Chief Operating Officer
  24. Sean Poquette
    Sean Poquette
    Client Service Specialist
  25. Kevin Prendergast, CFA®, CFP®
    Kevin Prendergast, CFA®, CFP®
  26. Kathy Relaz
    Kathy Relaz
  27. MaKinzie Stack
    MaKinzie Stack
    Relationship Manager
  28. Tina Sulaimanova, CPA
    Tina Sulaimanova, CPA
    Tax & Accounting Senior Associate
  29. Wendi Svitak
    Wendi Svitak
    Relationship Manager
  30. Michele Tomlinson
    Michele Tomlinson
    System Analyst
  31. Nancy Whitman
    Nancy Whitman
    Tax Administrator



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