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. Jacob Bice
    Jacob Bice
    Client Service Specialist
  4. Laura Chamness
    Laura Chamness
    Client Service Specialist
  5. Christopher J Crandall, CPA
    Christopher J Crandall, CPA
    Wealth Advisor
  6. Timothy F Crandall, CPA
    Timothy F Crandall, CPA
    Wealth Advisor
  7. Chris Dieckow, CFA<sup>®</sup>, CWS<sup>®</sup>
    Chris Dieckow, CFA®, CWS®
    Wealth Advisor
  8. Brian Dorn, AIF<sup>®</sup>
    Brian Dorn, AIF®
    Chief Investment Officer
  9. Zach Gordon, CPA
    Zach Gordon, CPA
    Director of Tax Services
  10. Drew Grider, CFA
    Drew Grider, CFA
  11. Charles Hartman
    Charles Hartman
    Wealth Advisor
  12. Kelly Kovasic
    Kelly Kovasic
    Client Service Specialist
  13. Connor Longust
    Connor Longust
    Client Service Specialist
  14. Kathy Maddox
    Kathy Maddox
    Office Manager
  15. Chris McManama
    Chris McManama
    Chief Operating Officer
  16. Kevin Prendergast, CFP<sup>®</sup>, CFA
    Kevin Prendergast, CFP®, CFA
    Director of Wealth Management
  17. MaKinzie Stack
    MaKinzie Stack
    Relationship Manager
  18. Wendi Svitak
    Wendi Svitak
    Relationship Manager
  19. Laura Wix Taglia, CPA
    Laura Wix Taglia, CPA
    Business Tax Specialist
  20. Michele Tomlinson
    Michele Tomlinson
    System Analyst
  21. Andrew Triantos, CPA
    Andrew Triantos, CPA
    Tax Manager



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