Advisors

Advisors

The greatest asset we have to offer is the expertise of our professionals. Meet our Advisors.

Headshot of Michelle Yates

Michelle Yates, CFP®, CPRS, BFA, CDFA®️, ChFC®

Financial Advisor
Headshot of Bret Butcher

Bret Butcher, CFP®, MBA

Financial Advisor
Headshot of Patrick Fisk

Patrick Fisk, CFP®, ChFC®

Financial Advisor
Headshot of Robert Gecker

Robert Gecker, CRPC®

Financial Advisor
Headshot of Rutledge Gordon

Rutledge Gordon, CRPC®

Managing Director
Headshot of Michael Kane

Michael Kane, CFP®

Financial Advisor
Headshot of Jill Pivato

Jill Pivato, CFP®, CDFA®, ChFC®

Financial Advisor
Headshot of Fred Kneib

Fred Kneib, AIF®

Financial Advisor
Headshot of Gary Krasnov

Gary Krasnov, AIF®, CLTC®

Vice President - RAA
Headshot of Paul Ochel

Paul Ochel, CFP®

Managing Director
Headshot of Rick Oldham

Rick Oldham, CFP®

Financial Advisor
Headshot of Joseph Perito

Joseph Perito, CFP®, AIF®

Financial Advisor
Headshot of Gary Peterson

Gary Peterson

Financial Advisor
Headshot of Joshua Pinchek

Josh Pinchek, CFP®

Financial Advisor
Headshot of David Robertson

Dave Robertson, CRPS®️

Financial Advisor
Headshot of Mark Rubey

Mark Rubey, CFP®

Financial Advisor
Headshot of Kat Schraeder

Kat Schraeder, CFP®

Sr. Vice President of Client Relations and Delivery
Headshot of Rich Winters

Rich Winters, CFP®, CRPC®

Financial Advisor
Headshot of Joshua Garcia

Joshua Jacobi Garcia, CFP®

Financial Advisor
Headshot of Dhanise Pagulayan

Dhanise Pagulayan, CFP®

Financial Advisor
Headshot of Todd Smith

Todd Smith, CFP®

Financial Advisor
Headshot of Shane O'Brien

Shane O’Brien

Financial Consultant
Headshot of Karl Petersen

Karl Petersen

Director of Business Development
Headshot of Evan McGrath

Evan McGrath, CRPC®

Financial Advisor