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
Kat Schraeder, CFP®
Vice President of Client Service