Our Valuable Team Members

Matthew Carter, CFA, CFP®
Matthew Carter, CFA, CFP®Managing Partner
Bruce Williams, CFA
Bruce Williams, CFAPartner
Barrett Geist, CFP®
Barrett Geist, CFP®Portfolio Manager
Brian N. Jackson, CFA, CFP®, CTFA
Brian N. Jackson, CFA, CFP®, CTFAPortfolio Manager
Matthew Kelly, CFP®, CIMA®
Matthew Kelly, CFP®, CIMA®Portfolio Manager
Michael Lossing, CFP®
Michael Lossing, CFP®Portfolio Manager
Rich Antonio, CFA
Rich Antonio, CFASenior Associate
John Ellison
John EllisonAssociate
Missy Leonard FPQP®
Missy Leonard FPQP®Associate
Stephen Mandracchia
Stephen MandracchiaAssociate
Andrea Renouard
Andrea RenouardAssociate
Evan Dardanes
Evan DardanesJunior Associate
Spencer Heath
Spencer HeathJunior Associate
Alek Sokoloski
Alek SokoloskiJunior Associate
Carla Brown
Carla BrownExecutive Assistant
Aidan Kizer
Aidan KizerIntern