Our People

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Richard S. Brown

Chairman & Chief Executive Officer

Cärin Viertel

Director of Client Services

Michael Bilotta

Senior Advisor - Investment Strategist

John Foster

Senior Advisor - Investment Strategist

Stacy Friedges

Client Services Manager

Patrick D. Moyneur

Senior Advisor - Director of Advisory Services

Lawrence Becker

Business Operations Manager

Corinn Berken

Client Account Specialist

Kathy Brown

Client Account Administrator

Matthew Brown

Operations Associate

Andy Buccanero

Trading and Investment Analyst

LaTisha Deutsch

Client Account and Family Office Specialist

Elise Huston

Advisor - Advisory Services Manager

Josh G. Justin

Client Account Specialist

Taylor Kramer

Engagement Manager

Amanda LeVasseur

Investment & Business Operations Associate

Courtney N. Swayze

Family Office Administrator

Andy Truax

Client Account Specialist

David Webb

Director of Investment Management

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.

Please Note: Limitations The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if JNBA is engaged, or continues to be engaged, to provide investment advisory services.

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

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

WANT TO EXPERIENCE THE JNBA DIFFERENCE FIRSTHAND?

Share your goals with someone who really listens.