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 Alec Carro Associate, Investment Research Alyssa Do, JD, LL.M Executive Director, Wealth Planning Austin Burks Analyst, Client Advisory Bliss Bernal, IACCP® Executive Director, Shareholder, Chief Compliance Officer Bryan Sigman, CPA Director, Business Operations Carrie Lorince Executive Assistant, Business Administration Cassandra Puhalla, CFA® Director, Client Advisory Charlie Olson, CPA, PFS Executive Director, Wealth Planning Christine Basler Director, Client Advisory Daniel Barton Director, Client Advisory Dave Griesbauer Director, Business Intelligence Eleanor Lindsey Associate, Wealth Planning Eliza Leach Executive Director, Shareholder, Client Advisory Ellie Graff Analyst, Client Advisory Emily Lott Senior Executive Assistant, Business Administration Emily Mears Executive Director, Shareholder, Client Advisory Eric Kramer Managing Partner, CEO & CIO Fisher Mountcastle Analyst, Client Advisory Gunnison Thayer Associate, Business Operations Hayley Chase Associate, Business Intelligence Jason Largey, JD Executive Director, Wealth Planning Jennasa Lima Analyst, Marketing John Greer Analyst, Client Advisory Jordyn Dame Associate, Business Operations Joshua Love Director, Business Intelligence Justine DeCoste, CFA® Director, Investment Research Katie McGuire Director, Business Operations Kay Crosby Administrative Assistant, Business Administration Kevin Arnold Director, Client Advisory Kiefer Chapman Associate, Business Operations Koleton Gruber Associate, Client Advisory Lindsay Searer, CFA® Executive Director, Shareholder, Investment Research Lise Major Executive Director, Shareholder, Chief of Staff Maria Zesbaugh Analyst, Client Advisory Matt Walker Associate, Client Advisory Matt Wiles Chief Operating Officer Megan O'Neil Director, Client Advisory Michael McGowan, CFA® Managing Director, Shareholder, Investment Research Miles Cooke, CFA® Executive Director, Shareholder, Investment Research Monica Lang Director, Business Operations Nicole Goethals, CPA Executive Director, Shareholder, Business Operations Nicole Flynn Administrative Assistant, Business Administration Patience Peterson Executive Director, Marketing Phil Adams Associate, Business Intelligence Ronda Vitrano Managing Director, Shareholder, Head of People and Culture Russell Johnston Executive Director, People and Culture Sarah Larochelle, CFA® Director, Client Advisory Scott Freeman Associate, Investment Research Scott Honig Director, Client Advisory Stephen Duey Associate, Business Operations Susan Braun Senior Executive Assistant, Business Administration Taylor Gitcho Leader of Wealth Planning, Executive Director, Shareholder, Client Advisory TJ Fernandez Analyst, Business Operations Tom Gallanis, CFA® Executive Director, Client Advisory Trevor King Analyst, Investment Research Trevor Schimschock, CFA® Director, Investment Research Tyler Padgett, CPA Associate, Business Operations Advisory Board Doug Bonnette Eric Roza John Kramer Louis George Michael Potts Stephanie Copeland
