By last name (A-Z)
Katelyn A. Cummings, CFP®
Client Relationship Manager
Katie’s secret sauce is caffeine and she finds unique ways to integrate it into her diet.
Bryan Goss
Operations and Trading Specialist
Bryan starts at 5:30am every day. He’s already eating lunch while we’re getting our first coffee.
Ellen Hurd
Administrative Associate
Ellen loves to explore and hopes to travel to every European country one day.
Gina Jacobson, CFP®, CDFA
Client Relationship Manager
Gina enjoys a good pun. If you need a laugh, ask her for one.
Marina Johnson, CFA
Managing Director, Principal
Marina walks around the office to say hello to everyone in the morning. It makes our day.
John LaBarca, CFA
Director of Investments, Shareholder
John doesn’t let market swings affect his happy demeanor. Maybe that’s why he’s a scratch golfer.
Maria Malloy
Client Service Associate
Maria can’t imagine living without laugher. Being around her makes you smile.
Sue McGrath
Chairwoman, Principal
Sue buys us our favorite snacks for the office so we can have as much energy as she does.
Courtney L. Mersereau, CFP®
Client Relationship Manager
Courtney knows how to organize a party. Especially when there’s karaoke involved.
Sarah W. Quist, CFP®, CDFA
Director of Client Relationships, Principal
Sarah brings us fresh baked goods from the coffee shop every morning. We love her for it.
Jeffrey L. Schmidt, CFA
Director of Investments, Shareholder
Ask Jeff about anything and he will perform a detailed, multi-step analysis on the subject.
Chris Sizemore, CMFC, CPWA®
Client Relationship Manager, Shareholder
Chris stays focused no matter what is going on around him. He’ll have to tell us how he does it.
Stacy Sizemore, IACCP®
Chief Compliance Officer
Stacy loves dogs and can’t help wanting to meet every one she sees.
Madison Steinbrenner
Client Service and Operations Manager
Maddie is a pleasure to be around because she genuinely wants to make your day better.
Clifford M. Yount, IACCP®
Director of Compliance / Operations, Principal
Cliff is not a fan of short sentences and cares just as much about grammar as he does compliance.
