We are an organization built on experience, ingenuity, and intensity. You will not find a team more devoted to the pursuit of extraordinary outcomes. We focus on trust, financial stewardship, and personalized client service. Team Abby Barlow, CFA® Executive Director, Shareholder, Investment Research Abby Krolick Executive Director, Shareholder, Business Operations Adrianne Stevens Executive Assistant, Business Administration Alyssa Do, JD, LL.M Executive Director, Shareholder, Wealth Planning Bliss Bernal, IACCP® Executive Director, Shareholder, Chief Compliance Officer Bryan Sigman, CPA Director, Business Operations Carrie Lorince Associate, People and Culture Cassandra Puhalla, CFA® Senior Director, Client Advisory Charlie Olson, CPA, PFS Executive Director, Shareholder, Wealth Planning Christine Basler Director, Client Advisory Daniel Barton Director, Client Advisory Dave Griesbauer Executive Director, Business Intelligence Eleanor Lindsey Director, Wealth Planning Eliza Leach Managing Director, Shareholder, Client Advisory Emily Lott Senior Executive Assistant, Business Administration Emily Mears Managing Director, Shareholder, Client Advisory Eric Kramer Managing Partner, CEO & CIO Fisher Mountcastle Analyst, Client Advisory Gordon Pisciotta Associate, Investment Research Gunnison Thayer Associate, Business Operations Hayley Chase Senior Associate, Business Intelligence Jennasa Lima Senior Analyst, Marketing John Greer Analyst, Client Advisory Jordyn Dame Associate, Business Operations Joshua Love Senior Director, Business Intelligence Justine DeCoste, CFA® Senior Director, Investment Research Katie McGuire Executive Director, Business Operations Kay Crosby Administrative Assistant, Business Administration Kevin Arnold Senior Director, Client Advisory Kiefer Chapman Senior Associate, Business Operations Koleton Gruber Senior Associate, Client Advisory Lindsay Searer, CFA® Executive Director, Shareholder, Investment Research Maleeha Shah Analyst, Business Intelligence Maria Zesbaugh Senior Analyst, Client Advisory Matt Walker Director, Client Advisory Matt Wiles President Michael McGowan, CFA® Managing Director, Shareholder, Investment Research Miles Cooke, CFA® Executive Director, Shareholder, Investment Research Nicole Bellefeuille Associate, Client Advisory Nicole Goethals, CPA Executive Director, Shareholder, Business Operations Nicole Flynn Executive Assistant, Business Administration Pascal Brassey Analyst, Client Advisory Patience Peterson Executive Director, Marketing Phil Adams Associate, Business Intelligence Robyn Kresge Administrative Assistant, Business Administration Ronda Vitrano Chief Talent Officer, Head of People and Culture Russell Johnston Executive Director, People and Culture Sarah Larochelle, CFA® Director, Client Advisory Stephen Duey Senior Associate, Business Operations Susan Braun Senior Executive Assistant, Business Administration Taylor Gitcho Managing Director, Shareholder, Client Advisory, Leader of Wealth Planning TJ Fernandez Senior Analyst, Business Operations Tom Gallanis, CFA® Executive Director, Client Advisory Trevor King Analyst, Investment Research Tyler Padgett, CPA Senior Associate, Business Operations Zac Heisler Analyst, Client Advisory Advisory Board Doug Bonnette Stephanie Copeland Louis George John Kramer Michael Potts
