Our Team


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

Headshot of Kat Schraeder

Kat Schraeder, CFP®

Sr. Vice President of Client Relations and Delivery
Headshot of Andy Stout

Andy Stout, CFA, CFP®

Chief Investment Officer
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®

Regional Director, Financial Advisor
Headshot of Susan Rosing

Susan Rosing, BFA

Client Service Manager
Headshot of Kelly Hammett

Kelly Hammett

Vice President of Marketing