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 -
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 -
Christine DesCamp
Associate Director -
Mack Golos, CFP®, EA, CEPA®
Associate Wealth Planner -
Bre Pangares, CFP®
Senior Associate -
Meaghan Bradley-Bussell, CFA
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 -
Nick Herrick
Associate Director -
Candace Tagliavento
Associate Operations -
Petra Wein
Associate Operations -
Rhonda Bintliff
Associate Operations
