Advisors
Advisors
The greatest asset we have to offer is the expertise of our professionals. Meet our Advisors.
Evan McGrath, ChFC®, CRPC®
Financial Advisor
Bret Butcher, CFP®, MBA
Financial Advisor
Patrick Fisk, CFP®, ChFC®
Financial Advisor
Rutledge Gordon, CRPC®
Managing Director
Robert Gecker, CRPC®
Financial Advisor
Michael Kane, CFP®
Financial Advisor
Gary Krasnov, AIF®, CLTC®
Vice President - RAA
Paul Ochel, CFP®
Managing Director
Dave Robertson, CRPS®️
Financial Advisor
Mark Rubey, CFP®
Financial Advisor
Kat Schraeder, CFP®
Sr. Vice President of Client Relations and Delivery
Joshua Jacobi Garcia, CFP®, ADPA®
Financial Advisor
Todd Smith, CFP®
Financial Advisor
Shane O’Brien
Financial Consultant
Karl Petersen
Director of Business Development
Fazley Rashid
Financial Advisor
Steve Hruby, CFP®
Financial Advisor
Renee Nenninger
Financial Advisor
Peter Abi-Nader, CFP®
Financial Advisor
Nicole Mayer, AIF®, BFA™, CDFA®, RFC®
Partner Advisor
Michael Bubel, CRPC®
Financial Advisor
Mark Shone, CFP®
Partner Advisor
Mark Kuniholm, CFP®
Financial Advisor
Kelly Richards
Partner Advisor
Jeremy Murray, CFP®, AIF®, CRPS®
Eric Chetwood, CFP®
Partner Advisor
Dexter Lamb
Financial Advisor
Blake Davelaar, CFP®
Financial Advisor
Austin McDaniel, MBA, CFA , CFP®
Partner Advisor
Amy Bertle, CFP®
Financial Advisor
Allegra Swan, CFP®
Financial Advisor