Our People

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Richard S. Brown

Chairman and Chief Executive Officer

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Kim Brown

President

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Cärin Viertel

Director of Client Services

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Mark J. Evans

Chief Investment Officer

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Michael Bilotta

Senior Advisor - Investment Strategist

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John Foster

Senior Advisor - Investment Strategist

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Stacy Friedges

Client Services Manager

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Patrick D. Moyneur

Senior Advisor - Director of Advisory Services

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Stephanie Rossi

Senior Advisor

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Lawrence Becker

Operations and Compliance Manager

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Danielle E. Belmore

Office Manager/Compliance Coordinator

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Corinn Berken

Client Account & Family Office Specialist

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Kathy Brown

Client Account Administrator

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LaTisha Deutsch

Client Account and Family Office Specialist

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Karli Finney

Client Account Specialist

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Andrew Guizzetti

Client Account Specialist

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Michelle Lach

Client Account Administrator

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Ross LaDuke

Investment Analyst

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Christopher J. Mastley

Advisor Associate

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Timothy Newberry

Client Account Administrator

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Lucas Traxler

Advisor Associate

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Taylor Wallentine

Events Manager

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Marie Williams

Operations and Internal Accounting Manager

Our clients say we’re a rare breed, and we wear that as a badge of honor.

It shouldn’t be rare to find a financial advisory firm that retains multiple generations of trusting clients over several decades, consistently delivers positive results and treats clients the same way today as when they first walked through the door. But that’s what we do at JNBA, because that’s just who we are.

Learn About Why We’re Different

WE HAVE THE RESULTS & ACCOLADES. BUT IT’S ABOUT MORE THAN THAT.

It’s about how we make you feel as a JNBA client.

VIEW OUR ACCOLADES

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.

CONTACT US FOR A COMPLIMENTARY CONSULTATION