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
    Operations Analyst
  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
    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. Chris Dieckow, CFA<sup>®</sup>, CWS<sup>®</sup>
    Chris Dieckow, CFA®, CWS®
    Wealth Advisor
  10. Brian Dorn, AIF<sup>®</sup>
    Brian Dorn, AIF®
    Chief Investment Officer
  11. Zach Gordon, CPA
    Zach Gordon, CPA
    Director of Tax Services
  12. John Grebe, CPA, CFP®
    John Grebe, CPA, CFP®
    Principal
  13. Drew Grider, CFA
    Drew Grider, CFA
    President
  14. Charles Hartman
    Charles Hartman
    Wealth Advisor
  15. TJ Hunt, CPA
    TJ Hunt, CPA
    Senior Accountant
  16. Ryan Kahlenberg
    Ryan Kahlenberg
    Wealth Advisor
  17. Kelly Kovasic
    Kelly Kovasic
    Client Service Specialist
  18. Kim Kreil, CPA
    Kim Kreil, CPA
    Accountant
  19. Connor Longust
    Connor Longust
    Client Service Specialist
  20. Kathy Maddox
    Kathy Maddox
    Office Manager
  21. Marie McGrath, CPA, CMA, MBA
    Marie McGrath, CPA, CMA, MBA
    Senior Manager, Tax
  22. Chris McManama
    Chris McManama
    Chief Operating Officer
  23. Jennie Petrine
    Jennie Petrine
    Office Administrator
  24. Kevin Prendergast, CFP<sup>®</sup>, CFA
    Kevin Prendergast, CFP®, CFA
    Director of Wealth Management
  25. Kathy Relaz
    Kathy Relaz
    Accountant
  26. MaKinzie Stack
    MaKinzie Stack
    Relationship Manager
  27. Wendi Svitak
    Wendi Svitak
    Relationship Manager
  28. Laura Wix Taglia, CPA
    Laura Wix Taglia, CPA
    Business Tax Specialist
  29. Michele Tomlinson
    Michele Tomlinson
    System Analyst
  30. Andrew Triantos, CPA
    Andrew Triantos, CPA
    Tax Manager
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