Relationship Managers
Relationship Managers
The greatest asset we have to offer is the expertise of our professionals. Meet our Relationship Managers.
Robert Gecker, CRPC®
Relationship Manager
Rutledge Gordon, CRPC®
Managing Director
J. Kevin Grady, CFP®, ChFC®
Relationship Manager
Fred Kneib, AIF®
Vice President, Financial Consultant
Gary Krasnov, AIF®, CLTC®
Chief Compliance Officer
Paul Ochel, CFP®
Managing Director
Rick Oldham, CFP®
Senior Relationship Manager
Gary Peterson
Vice President, Financial Consultant
Josh Pinchek, CFP®
Relationship Manager
Jill Pivato, CDFA®, CFP®
Relationship Manager
Dave Robertson, CRPS®
Relationship Manager
Mark Rubey, CFP®
Relationship Manager
Kat Schraeder, CFP®
Vice President of Client Service
Earl Williams, CFP®
Relationship Manager
Rich Winters, CFP®, CRPC®
Relationship Manager
Michelle Yates, CDFA®️, BFA™
Relationship Manager