Shelby Delaney, CFP®
Advisor Associate
Andy Buccanero
Manager – Portfolio Implementation & Analytics
Matthew B. Brown
Operations Associate
Kathy Brown
Scheduling Coordinator
Westyn M. Bodell
Client Account Specialist
Corinn Berken
Senior Client Account Specialist
Larry Becker
Business Operations Manager
Stacy Biermaier, CFP®
Director of Client Services
Stephanie Rossi, CFP®
Senior Advisor
Patrick D. Moyneur, CFP®
Managing Director – Senior Advisor
