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 Executive Assistant, Business Administration Cassandra Puhalla, CFA® Director, Client Advisory Charlie Olson, CPA, PFS Executive Director, Shareholder, 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 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 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 Maleeha Shah Analyst, Business Intelligence Maria Zesbaugh Analyst, Client Advisory Matt Walker Associate, 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 Associate, Business Operations Susan Braun Senior Executive Assistant, Business Administration Taylor Gitcho Executive Director, Shareholder, Client Advisory, Leader of Wealth Planning TJ Fernandez Analyst, Business Operations Tom Gallanis, CFA® Executive Director, Client Advisory Trevor King Analyst, Investment Research Tyler Padgett, CPA Associate, Business Operations Zac Heisler Analyst, Client Advisory Advisory Board Doug Bonnette Stephanie Copeland Louis George John Kramer Michael Potts
