Our Valuable Team Members

Matthew Carter, CFA, CFP®
Matthew Carter, CFA, CFP®Managing Partner
Bruce Williams, CFA
Bruce Williams, CFAOf Counsel
Barrett Geist, CFP®
Barrett Geist, CFP®Portfolio Manager
Brian N. Jackson, CFA, CFP®, CTFA
Brian N. Jackson, CFA, CFP®, CTFAPortfolio Manager
Matthew Kelly, CFA, CFP®, CIMA®
Matthew Kelly, CFA, CFP®, CIMA®Portfolio Manager
Michael Lossing, CFP®
Michael Lossing, CFP®Portfolio Manager
Laura Jansen, CFP®, CPA, CFT-I™
Laura Jansen, CFP®, CPA, CFT-I™Senior Wealth Advisor
Giancarlo Mateus, CFP®
Giancarlo Mateus, CFP®Wealth Advisor
Rich Antonio, CFA
Rich Antonio, CFASenior Associate
John Ellison
John EllisonSenior Associate
Andrea Renouard
Andrea RenouardAssociate
Spencer Heath
Spencer HeathAssociate
Alek Sokoloski, CFP®
Alek Sokoloski, CFP®Associate
Kelsey Finney
Kelsey FinneyJunior Associate
Roger Gokool
Roger GokoolInvestment Associate
Debbie Downing
Debbie DowningOperations Associate
Kami Whisler
Kami WhislerOperations Associate
Kylie Mattox
Kylie MattoxJunior Operations Associate
Carla Brown
Carla BrownExecutive Assistant