Our Team

Leadership

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

John Bentley

Chief Executive Officer

Jeffrey Baumert, AIF®, CIMA®

President & COO

Brad Bridgewater

Chief Relationship Officer

Kelly Hammett

Vice President of Marketing

Gary Krasnov, AIF®, CLTC®

Chief Compliance Officer

Jeremy Merchant, CIMA®

Chief Investment Officer

Josh Spiegel, CPA®

Chief Financial Officer