Sue McGrath
President,
Principal
Sue buys us our favorite snacks for the office so we can have as much energy as she does.
Learn more about Sue
Marina Johnson, CFA®
Chief Investment Officer,
Principal
Marina walks around the office to say hello to everyone in the morning. It makes our day.
Learn more about Marina
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.
Learn more about Sarah
Clifford M. Yount, IACCP®
Director of Compliance and Operations, Principal
Cliff is not a fan of short sentences and cares just as much about grammar as he does compliance.
Learn more about Cliff
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.
Learn more about Chris
Courtney L. Mersereau, CFP®
Client Relationship
Manager
Courtney knows how to organize a party. Especially when there’s karaoke involved.
Learn more about Courtney
Heidi Jeromanovs, CFP®
Client Relationship
Manager
Heidi’s always down to grab lunch, especially if there’s Mexican food involved.
Learn more about Heidi
John LaBarca, CFA®, CPA
Portfolio Manager,
Shareholder
John doesn’t let the market’s ups and downs affect his happy demeanor. Maybe that’s why he’s a scratch golfer.
Learn more about John
Jeffrey L. Schmidt, CFA®
Portfolio
Manager
Ask Jeff about anything and he will perform a detailed, multi-step analysis of his thoughts on the subject.
Learn more about Jeff
Bryan Goss
Operations and Trading
Specialist
Bryan gets to the office at 5:30am every day. That means he’s eating lunch when our first cup of coffee is just starting to kick in.
Learn more about Bryan
Katie Cummings
Client Service &
Operations Associate
Katie’s secret sauce is caffeine and she can’t believe her luck that there’s a Starbucks downstairs.
Learn more about Katie
Emily Arnold
Administrative
Associate
If Emily’s not welcoming you at the front desk, she’s refilling her water glass. She believes hydration is gold.
Learn more about Emily
