Our Team


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

Kelly Hammett

Vice President of Marketing

Gary Krasnov, AIF®, CLTC®

Chief Compliance Officer & Vice President of Airline Strategy

Jeremy Merchant, CIMA®

Chief Investment Officer

Kat Schraeder, CFP®

Vice President of Client Relations

Josh Spiegel, CPA®

Chief Financial Officer