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 -
Ryan McAninch
Portfolio Manager -
T.J. McConville
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 -
Bryan Jones
Head Equity Trader -
Shelby Walker
Equity Trader -
Jimmy Gill
Compliance Manager -
Barbara Hegstad
Client Service Associate -
Briana Van Craeynest
Client Service Associate -
Cyndi Askew
Operations Associate -
Delaine Murphy
Operations Associate -
Erin Skillings
Operations Associate -
Lori Davis
Client Service Associate -
Manisha Thakkar, CFA
Client Service Associate -
Petra Wein
Accounting, Operations -
Rhonda Bintliff
Operations Associate -
Candace Tagliavento
Administrative Assistant -
Susan Bolton
Administrative Assistant
