Team

Team

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
    Director, Trading & Operations
  2. Jean Baert, CPA, CFP<sup>®</sup>, AIF<sup>®</sup>
    Jean Baert, CPA, CFP®, AIF®
    Wealth Advisor
  3. Lora Bak
    Lora Bak
    Accountant
  4. Jacob Bice
    Jacob Bice
    Portfolio & Trading Analyst
  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>, CFP<sup>®</sup>, CWS<sup>®</sup>
    Chris Dieckow, CFA®, CFP®, CWS®
    Wealth Advisor
  11. Brian Dorn, AIF<sup>®</sup>
    Brian Dorn, AIF®
    Chief Investment Officer
  12. Molly Evans
    Molly Evans
    Office Manager - Wheaton
  13. Zach Gordon, CPA
    Zach Gordon, CPA
    Director of Tax Services
  14. John Grebe, CPA
    John Grebe, CPA
    Principal
  15. Drew Grider, CFA
    Drew Grider, CFA
    President
  16. Madeline Hallberg
    Madeline Hallberg
    Client Service Specialist
  17. Charles Hartman
    Charles Hartman
    Wealth Advisor
  18. Ryan Kahlenberg
    Ryan Kahlenberg
    Wealth Advisor
  19. Trevor Kane
    Trevor Kane
    Client Service Specialist
  20. Elizabeth Kittner, CPA, CGMA
    Elizabeth Kittner, CPA, CGMA
    Chief Financial Officer
    and Managing Director
  21. Kelly Kovasic
    Kelly Kovasic
    Relationship Manager
  22. Kim Kreil, CPA
    Kim Kreil, CPA
    Senior Accountant
  23. Kathy Maddox
    Kathy Maddox
    Office Manager
  24. Marie McGrath, CPA, CMA, MBA
    Marie McGrath, CPA, CMA, MBA
    Senior Manager, Tax
  25. Chris McManama
    Chris McManama
    Chief Operating Officer
  26. Sean Poquette
    Sean Poquette
    Relationship Manager
  27. Kevin Prendergast, CFA®, CFP®
    Kevin Prendergast, CFA®, CFP®
    Partner
  28. Kathy Relaz
    Kathy Relaz
    Accountant
  29. MaKinzie Stack
    MaKinzie Stack
    Relationship Manager
  30. Tina Sulaimanova, CPA
    Tina Sulaimanova, CPA
    Tax & Accounting Senior Associate
  31. Wendi Svitak, CFP®
    Wendi Svitak, CFP®
    Wealth Advisor
  32. Michele Tomlinson
    Michele Tomlinson
    System Analyst
  33. Nancy Whitman
    Nancy Whitman
    Tax Administrator
  34. Michael Wiiken, CPA
    Michael Wiiken, CPA
    Senior Tax Associate
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