Relationship Managers
Relationship Managers
The greatest asset we have to offer is the expertise of our professionals. Meet our Relationship Managers.
Bret Butcher, CFP®, MBA
Relationship Manager
Robert Gecker, CRPC®
Relationship Manager
Rutledge Gordon, CRPC®
Managing Director
J. Kevin Grady, CFP®, ChFC®
Relationship Manager
Michael Kane, CFP®
Relationship Manager
Fred Kneib, AIF®
Relationship Manager
Gary Krasnov, AIF®, CLTC®
Chief Compliance Officer & Vice President of Airline Strategy
Paul Ochel, CFP®
Managing Director
Rick Oldham, CFP®
Senior Relationship Manager
Joseph Perito, CFP®, AIF®
Relationship Manager
Gary Peterson
Relationship Manager
Josh Pinchek, CFP®
Relationship Manager
Jill Pivato, CFP®, CDFA®
Relationship Manager
Jesse Reed
Relationship Manager
Dave Robertson, CRPS®️
Relationship Manager
Mark Rubey, CFP®
Relationship Manager
Kat Schraeder, CFP®
Vice President of Client Relations
Rich Winters, CFP®, CRPC®
Relationship Manager
Michelle Yates, CPRS™, BFA™, CDFA®️
Relationship Manager