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, 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 Executive Director, Chief Compliance Officer Carrie Lorince Executive Assistant, Business Administration Cassandra Puhalla, CFA® Director, Client Advisory Charlie Olson, CPA Executive Director, Wealth Planning Chris Sheehan Executive Director, Business Intelligence Daniel Barton Associate, 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 Mears Executive Director, Shareholder, Client Advisory Eric Kramer Managing Partner, CEO & CIO Gunnison Thayer Analyst, Business Operations Hayley Chase Associate, Business Intelligence Jeffrey J. Burney Chief Strategy Officer John Greer Analyst, Client Advisory Jordyn Dame Executive Assistant, Business Administration Joshua Love Director, Business Intelligence Justine DeCoste, CFA® Director, Investment Research Katie McGuire Director, Business Operations Kevin Arnold Director, Client Advisory Kiefer Chapman Associate, Business Operations Kiley Baker Executive Director, Client Advisory Koleton Gruber Analyst, Client Advisory Lindsay Searer, CFA® Executive Director, Shareholder, Investment Research Lisa Wood Executive Assistant, Business Administration Lise Major Executive Director, 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, Investment Research Miles Cooke, CFA® Executive Director, Investment Research Nicole Goethals, CPA Executive Director, Business Operations Phil Adams Analyst, Business Intelligence Rachelle Morris Executive Director, Client Advisory Rebekah Bonn Senior Executive Assistant, Business Administration Ronda Vitrano Managing Director, Head of People and Culture Sarah Larochelle, CFA® Director, Client Advisory Scott Freeman Analyst, Investment Research Stephen Duey Associate, Business Operations Susan Braun Senior Executive Assistant, Business Administration Taylor Gitcho Leader of Wealth Planning, Executive Director, Client Advisory, Shareholder TJ Fernandez Analyst, Business Operations Tom Gallanis, CFA® Director, Client Advisory Tyler Padgett, CPA Associate, Business Operations Advisory Board Doug Bonnette Eric Roza John Kramer Louis George Michael Potts Stephanie Copeland
