Our People
We believe that character and integrity are worth more than a monetary investment. Our employees are known for being highly ethical and responsive.
-
Janeen McAninch
Chief Executive Officer -
Pat Becker, Jr.
President -
Blake Howells, CFA, CFP®
Chief Investment Officer
& Portfolio Manager -
John Becker
Chief Technology Officer -
Stephanie Moyer
Chief Operating Officer
& Chief Compliance Officer -
Sharon Gueck, CFP®, CPWA®
Portfolio Manager
& Financial Planner -
T.J. McConville
Co-Chief Investment Officer
& Portfolio Manager -
Ryan McAninch
Portfolio Manager -
Keene Satchwell
Fixed Income Portfolio Manager -
Andy Murray, CFA
Portfolio Manager -
Deidra Krys-Rusoff
Fixed Income Portfolio Manager -
Marian Kessler
Portfolio Manager -
Sid Parakh
Portfolio Manager -
Stephen Laveson
Portfolio Manager -
Tyler Kaluza, CFP®
Portfolio Manager -
Heidi Goertzen, CFP®, IACCP®
Portfolio Manager
& Financial Planner -
Bre Pangares, CFP®
Financial Planner -
Meaghan Bradley-Bussell
Marketing Coordinator -
Isaac Bamer
Equity Trader -
Shelby Walker
Equity Trader -
Jimmy Gill
Compliance Manager -
Barbara Hegstad
Client Service Associate -
Briana Van Craeynest
Client Service Associate -
Delaine Murphy
Operations Associate -
Erin Skillings
Client Service Associate -
Lori Davis
Client Service Associate -
Petra Wein
Accounting, Operations -
Rhonda Bintliff
Operations Associate -
Candace Tagliavento
Administrative Assistant -
Susan Bolton
Administrative Assistant
Impact Advisory Board
Our vision is to work in partnership with community leaders to further our understanding of the environmental and social issues impacting our communities. We believe this dialogue will provide valuable insights not only for our investment process but our entire firm.
