Advisors

Advisors

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

Bret Butcher, CFP®, MBA

Financial Advisor

Patrick Fisk, CFP®

Financial Advisor

Robert Gecker, CRPC®

Financial Advisor

Rutledge Gordon, CRPC®

Managing Director

J. Kevin Grady, CFP®, ChFC®

Financial Advisor

Michael Kane, CFP®

Financial Advisor

Fred Kneib, AIF®

Financial Advisor

Gary Krasnov, AIF®, CLTC®

Chief Compliance Officer & Vice President of Airline Strategy

Paul Ochel, CFP®

Managing Director

Rick Oldham, CFP®

Financial Advisor

Joseph Perito, CFP®, AIF®

Financial Advisor

Gary Peterson

Financial Advisor

Josh Pinchek, CFP®

Financial Advisor

Jill Pivato, CFP®, CDFA®

Financial Advisor

Jesse Reed

Financial Advisor

Dave Robertson, CRPS®️

Financial Advisor

Mark Rubey, CFP®

Financial Advisor

Kat Schraeder, CFP®

Vice President of Client Relations

Rich Winters, CFP®, CRPC®

Financial Advisor

Michelle Yates, CPRS, BFA, CDFA®️

Financial Advisor

Carl Youngdale, AIF®

Financial Advisor