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, 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
Rich Antonio, CFA
Rich Antonio, CFASenior Associate
John Ellison
John EllisonAssociate
Missy Leonard FPQP®
Missy Leonard FPQP®Associate
Stephen Mandracchia, CFP®
Stephen Mandracchia, CFP®Associate
Andrea Renouard
Andrea RenouardAssociate
Evan Dardanes
Evan DardanesJunior Associate
Spencer Heath
Spencer HeathJunior Associate
Alek Sokoloski
Alek SokoloskiJunior Associate
Carla Brown
Carla BrownExecutive Assistant