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                Leadership Team

                Joe Weaver
                Joe Weaver, CFP®
                President
                 
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                Rick Biddison
                Rick Biddison
                Senior Portfolio Manager
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                Gentry Byrnes
                Gentry Barnett Byrnes
                Chief Fiduciary Officer
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                Nicole Hisler
                Senior Vice President, Director of Charitable Solutions
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                Chris Holder
                Chris Holder
                Chief Operations Officer
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                Andrew Krempp
                Andrew Krempp, J.D., MBA, CTFA, CCTS
                Senior Vice President, Director of Business Development
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                Ashley Mackendrick
                Ashley MacKendrick, CPA
                Senior Manager Financial Reporting, Planning & Analysis
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                Alan Stegeman
                Alan Stegeman
                Chief Compliance Officer
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                丁香五月婷婷