Recent Thought Leadership
Meet your team
Jorge Alvarado
CFA
Senior Trading Manager
Julian Bell
CFP®
Wealth Advisor, Director
Susan Bolt
Senior Client Service Associate
Ben Brecht
Associate
Susan Carpenter
Senior ParaPlanner
Colleen Dwyer
CFP®
Wealth Advisor, Managing Director
Luke Hartke
Associate
Miles Johnson
CFP®
Wealth Advisor, Director
Dana Klausler
Senior Client Service Associate
Lorena Lopez
Client Experience Associate
Michael McCabe
CFP®, CPC
Wealth Advisor, Executive Director
Matthew McKibben
Associate Wealth Advisor
Steven Merdinger
CFP®, CHFC®
Wealth Advisor, Managing Director
Michael Merdinger
Wealth Advisor, Executive Director
Stephanie Nanney
CFP®, CPFA®
Wealth Advisor, Managing Director
Delaney Orozco
CFP®
Wealth Advisor, Managing Director
Matthew Parenti
CFP®, MSF
Wealth Advisor, Managing Director
Evan Perlow
Associate
Randy Porzel
CFP®, RICP®
Wealth Advisor, Managing Director
Nicole Romito
CFP®, CDFA™
Wealth Advisor, Managing Director
Jessica Salemy
CFP®, CFA®, FRM®
Associate Wealth Advisor
Debra Stepanek
Senior Client Service Manager
Jeffrey Toner
CHFC®, RICP®
Wealth Advisor, Managing Director
Ann Marie Trepkowski
Associate Wealth Advisor
Jim Weil
CFP®, CIMA®, CHFC®
Managing Director, Office Head, Senior Advisor Board HTSW
Gregory Williams
CFP®
Wealth Advisor, Managing Director
