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 Assistant
Ellen loves to explore and hopes to travel to every European country one day.
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.
Madison Langley
Client Service Associate
Maddie is a pleasure to be around because she genuinely wants to make your day better.
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.
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.
