Advisors

Advisors

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

Headshot of Evan McGrath

Evan McGrath, ChFC®, CRPC®

Financial Advisor
Headshot of Bret Butcher

Bret Butcher, CFP®, MBA

Financial Advisor
Headshot of Patrick Fisk

Patrick Fisk, CFP®, ChFC®

Financial Advisor
Headshot of Rutledge Gordon

Rutledge Gordon, CRPC®

Managing Director
Headshot of Robert Gecker

Robert Gecker, CRPC®

Financial Advisor
Headshot of Michael Kane

Michael Kane, CFP®

Financial Advisor
Headshot of Gary Krasnov

Gary Krasnov, AIF®, CLTC®

Vice President - RAA
Headshot of Paul Ochel

Paul Ochel, CFP®

Managing Director
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 Joshua Garcia

Joshua Jacobi Garcia, CFP®, ADPA®

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
Fazley Rashid

Fazley Rashid

Financial Advisor
steve hruby

Steve Hruby, CFP®

Financial Advisor
renee nenninger

Renee Nenninger

Financial Advisor
peter abi-nader

Peter Abi-Nader, CFP®

Financial Advisor
nicole mayer

Nicole Mayer, AIF®, BFA, CDFA®, RFC®

Partner Advisor
michael bubel

Michael Bubel, CRPC®

Financial Advisor
mark shone

Mark Shone, CFP®

Partner Advisor
mark kuniholm

Mark Kuniholm, CFP®

Financial Advisor
kelly richards

Kelly Richards

Partner Advisor
Jeremy Murray

Jeremy Murray, CFP®, AIF®, CRPS®

Eric Chetwood

Eric Chetwood, CFP®

Partner Advisor
Dexter Lamb

Dexter Lamb

Financial Advisor
blake davelaar

Blake Davelaar, CFP®

Financial Advisor
Austin McDaniel

Austin McDaniel, MBA, CFA , CFP®

Partner Advisor
Amy Bertle

Amy Bertle, CFP®

Financial Advisor
Allegra Swan

Allegra Swan, CFP®

Financial Advisor
Adam Kint

Adam Kint, CFP®

Financial Advisor