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.
-
Pat Becker, Jr.
Chief Executive Officer
& President -
Janeen McAninch
Board Member -
Blake Howells, CFA
Chief Financial Officer
& Portfolio Manager -
John Becker
Chief Technology Officer -
Stephanie Moyer
Chief Operating Officer
& Chief Compliance Officer -
Sharon Gueck, CFP®, CPWA®
Managing Director -
T.J. McConville
Chief Investment Officer
& Portfolio Manager -
Ryan McAninch
Managing Director -
Keene Satchwell
Director -
Gretchen Johnson
Director -
Andy Murray, CFA
Director -
Deidra Krys-Rusoff
Director -
Marian Kessler
Director -
Sid Parakh
Director -
Stephen Laveson
Director -
Tyler Kaluza, CFP®
Managing Director -
Heidi Goertzen, CFP®, IACCP®
Director -
Bre Pangares, CFP®
Senior Associate -
Meaghan Bradley-Bussell
Senior Associate -
Isaac Bamer
Director -
Shelby Walker
Director -
Barbara Hegstad
Client Service Associate -
Lori Davis
Client Service Associate -
Briana Van Craeynest
Client Service Associate -
Erin Skillings
Client Service Associate -
Laura Orellana
Client Service Associate -
Jimmy Gill
Senior Associate -
Brian Harvey
Associate Trading -
Nick Herrick
Associate Director -
Petra Wein
Associate Operations -
Rhonda Bintliff
Associate Operations -
Candace Tagliavento
Associate Operations
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.
