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    1. 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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