Our Team


The greatest asset we have to offer is the expertise of our professionals. Meet the members of our Leadership Team.


Andy Stout, CFA, CFP®

Chief Investment Officer

Kat Schraeder, CFP®

Sr. Vice President of Client Relations and Delivery

Rutledge Gordon, CRPC®

Managing Director

Paul Ochel, CFP®

Managing Director

Gary Krasnov, AIF®, CLTC®

Vice President - RAA

Susan Rosing, BFA

Client Service Manager

Kelly Hammett

Vice President of Marketing

Aubrey Macklin, BFA, CCXP

Director of Experience Design