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

Kat Schraeder, CFP®
Sr. Vice President of Client Relations and Delivery
Andy Stout, CFA, CFP®
Chief Investment Officer
Rutledge Gordon, CRPC®
Managing Director
Paul Ochel, CFP®
Managing Director
Gary Krasnov, AIF®, CLTC®
Vice President - RAA
Susan Rosing, BFA™
Client Service Manager