Our Team


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

Headshot of Andy Stout

Andy Stout, CFA, CFP®

Chief Investment Officer
Headshot of Kat Schraeder

Kat Schraeder, CFP®

Sr. Vice President of Client Relations and Delivery
Headshot of Rutledge Gordon

Rutledge Gordon, CRPC®

Managing Director
Headshot of Paul Ochel

Paul Ochel, CFP®

Managing Director
Headshot of Gary Krasnov

Gary Krasnov, AIF®, CLTC®

Vice President - RAA
Headshot of Susan Rosing

Susan Rosing, BFA

Client Service Manager
Headshot of Kelly Hammett

Kelly Hammett

Vice President of Marketing
Headshot of Aubrey Macklin

Aubrey Macklin, BFA, CCXP

Director of Experience Design