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 -
John Becker
Chief Technology Officer -
T.J. McConville
Chief Investment Officer -
Stephanie Moyer
Chief Operating Officer
& Chief Compliance Officer -
Sharon Gueck, CFP®, CPWA®
Managing Director -
Ryan McAninch
Managing Director -
Tyler Kaluza, CFP®
Managing Director -
Heidi Goertzen, CFP®
Director -
Keene Satchwell
Director -
Sid Parakh
Director -
Gretchen Johnson
Director -
Tom Doyle
Director -
Andy Murray, CFA
Director -
Deidra Krys-Rusoff
Director -
Isaac Bamer
Director -
Shelby Walker
Director -
Stephen Laveson
Director -
Mack Golos, CFP® EA
Associate Wealth Planner -
David Greenwood, CFA
Senior Associate -
Bre Pangares, CFP®
Senior Associate -
Meaghan Bradley-Bussell
Senior Associate -
Barbara Hegstad
Client Service Associate -
Lori Davis
Client Service Associate -
Danielle Nelson
Client Service Associate -
Briana Van Craeynest
Client Service Associate -
Erin Skillings
Client Service Associate -
Laura Maxwell-Orellana
Client Service Associate -
Brian Harvey
Associate Trading -
Nick Herrick
Associate Director -
Candace Tagliavento
Associate Operations -
Petra Wein
Associate Operations -
Rhonda Bintliff
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.
