Our Experienced Wealth Management Consultants
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Steve Anderson
Director
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Monica Atwell
Senior Consultant
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Tim Buckler
Associate Director
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Jeff Call
Independent Consultant, CEO, Devyze
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Frank Childress
Director
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Bill Davis
Director
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Cody Davis
Product Manager, Oyster Solutions
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Patrick M. Dennis, Esq.
Co-Founder
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Cat DePasquale, CRCP
Senior Consultant
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Leonard Derus
Director
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Jay Donlin
Managing Director
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Casey Dougherty
Managing Director
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Jose Fernandez
Director
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Dan Garrett
Managing Director
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Jeffrey Gearhart
Managing Director
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Jena Glownia
Family Office Specialist
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Jeff Harpel
Managing Director
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Gray Houghton
Senior Consultant
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Karen Houghton
Senior Consultant
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Steve Hubbard
Director
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Nolan Hughes
Associate Director
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John Ivan
Managing Director
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Bryan Jacobsen
Director
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Stephen Kuhs
Director
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Ralph Magee Jr.
Director
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David Marky
Associate Director
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Pete McAteer
Managing Director
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Brent Nicks
Director
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Mark Norman
Senior Consultant
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Greg Orgill
Independent Consultant, CTO, Devyze
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Dave Osborne
Director of Consulting Operations
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Candy Palugi
Associate Director
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Dean Pelos
Managing Director
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MJ Phillips
Managing Director
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Bill Reilly
Director
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Olga Rip
Associate Director
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Lisa Robinson
Managing Director
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Cindy Rosen
Senior Consultant
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Glenn Schwalje
Senior Consultant
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Joe Sisti
Senior Consultant
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Sarah Sutton
Managing Director
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Clark Tucker
Managing Director
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Heather Vitek
Senior Consultant
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Fred Wagstaff
Director
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Mary Catherine Wilck-Pond
Director
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Jeffrey Wilk
Managing Director
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