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®

Senior Relationship Manager

Rick Oldham, CFP®

Senior Relationship Manager

Gary Peterson

Vice President, Financial Consultant

Josh Pinchek, CFP®

Relationship Manager

Jill Pivato, CDFA®

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

Carl Youngdale, AIF®

Managing Director