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
Director -
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®
Portfolio Manager
& Financial Planner -
T.J. McConville
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 -
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
Compliance Manager -
Brian Harvey
Operations Associate -
Nick Herrick
Client Relationship Associate -
Petra Wein
Accounting, Operations -
Rhonda Bintliff
Operations Associate -
Candace Tagliavento
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.
