Patrick D. Moyneur 2
Managing Director – Senior Advisor
Stacy Biermaier 2
Director of Client Services
Marie Williams
Operations & Internal Accounting Manager
Andy Truax, CFP®
Advisor Associate
Luke Traxler, CFP®
Advisor
Courtney N. Swayze
Client Service & Compliance Coordinator
Katie Sivula
Office Manager
Noel Silker, CFP®
Advisor – Investment Strategist
Jessica Seifert
Sr. Client Account Specialist – Team Manager
Paul Scoles
Client Account Specialist
