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
Andrea Renouard
Andrea RenouardAssociate
Spencer Heath
Spencer HeathJunior Associate
Alek Sokoloski
Alek SokoloskiJunior Associate
Kelsey Finney
Kelsey FinneyWealth Management Associate
Carla Brown
Carla BrownExecutive Assistant
Kami Whisler
Kami WhislerAssociate
Debbie Downing
Debbie DowningOperations Associate
Kylie Mattox
Kylie MattoxJunior Operations Associate