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

Carl Youngdale, AIF®

Relationship Manager