Derek Jordan
Derek Jordan assists with fixed-income trading and portfolio management. He joined the company in 2024.
Jasmine Yu, PhD, MBA, CFA®, CAIA®
Jasmine Yu leads the investment management team and is responsible for investment policies, asset allocation, investment solutions, and portfolio management for taxable and tax-exempt clients. She joined the company in 2024.
Christopher Krumenacker, CFA®
Chris Krumenacker oversees individual equity securities. He joined the company in 2014.
Philip Wagner, CFA®
Phil Wagner leads the investment advisors and is responsible for directing the portfolio management process, identifying relevant trends, and driving continuous improvement in the delivery of investment services. He joined the company in 2010.
Adam Rieger, CFA®
Adam Rieger oversees individual equity securities. He joined the company in 2023.
Stephen Biggin, CFA®
Stephen Biggin contributes to managing due diligence, portfolio construction, and asset-class research. He joined the company in 2017.
Andrew Keefer, CFA®, CFP®
Andrew Keefer leads a team that analyzes and evaluates publicly traded companies and their stocks. He joined the company in 1985.
Cade Reed
Cade Reed focuses on client relationships, and financial planning for clients. He joined the company in 2019.
Andrew Davis, CFA®
Andrew Davis leads a team that analyzes broad economic trends and factors that impact global and national economies. He joined the company in 2019.
Benjamin Anderson
Ben Anderson assists with fixed-income trading and portfolio management. He joined the company in 2023.
James Barnes, CFA®, CIPM
James Barnes oversees the management and strategy of fixed-income investments. He joined the company in 2016.
Quiaunna Powell
Quiaunna Powell focuses on client relationships, and financial planning for clients. She joined the company in 2024.
Seth Dadds, CFA®
Seth Dadds leads a team of analysts who evaluate and analyze financial securities. He joined the company in 2013.
David Navarro, CFA®
David Navarro leads an advice-driven, cross-functional team of advisors, including investment advisors and wealth and trust advisors. He joined the company in 2018.
Ellen Shea, CFP®, CFA®
Ellen Shea focuses on client relationships, and financial planning for clients. She joined the company in 2023.
Valeri Boclair, AIF®
Valeri Boclair partners with institutional relationships to provide retirement plan solutions and strategies. She joined the company in 2023.
Bethany Spencer-Smith
Bethany Spencer-Smith optimizes user experience and efficiency within our portfolio accounting systems. She joined the company in 2024.
Jacquelyn Blue
Jacquelyn Blue provides operational and administrative direction to the Client Support Team and supervises the Retirement Plan Services and Portfolio Solutions teams.
Sara Lawson
Sally Lawson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2023.
Andres Bonell
Andres Bonell collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2023.
Jacqueline Reeves, MFS, AIFA®, PPC®
Jacqueline Reeves provides a foundation of research and analysis for retirement planning. She operates a central repository for research, process, and monitoring by developing a risk-adjusted return analysis that is used throughout the client base. She joined the company in 2023.
John Walters, CFP®
John Walters focuses on client relationships, and financial planning for clients. He joined the company in 2024.
Kate Duffy, FBS®
Kate Duffy collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 2024.
Kyla Taylor
Kyla Taylor supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2023.
Anthony Feudo
Anthony Feudo focuses on client relationships, and financial planning for clients. He joined the company in 2023.
Robert Schneider
Robert Schneider is a well-diversed, client-focused leader who has grown relationships while providing day-to-day operational leadership of a business. He joined the company in 2019.
James Hutchinson, CFA®, CAIA®
Jim Hutchinson collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2022.
Abigail Miller
Abigail Miller supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2018.
Lisa Borrelli, CPA, MT
Lisa Borrelli works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2019.
Sarah Ryder
Sarah Ryder manages and oversees the client services team that’s dedicated to providing exception service and support to clients. She joined the company in 2016.
Garrett Spangler, JD, LLM
Garrett Spangler works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. He joined the company in 2018.
Sony Mathew
Sony Mathew supports members of Wealth Planning, Investment Research, and the Advisory Team to ensure the client experience is thoughtful and met with attention to detail. She joined the company in 2018.
Charles Posnecker, CFA®, CFP®, CTFA, AEP®, CAP®
Chuck Posnecker collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2005.
Erik Hickman
Erik Hickman is a research analyst on the research team who performs due diligence on managers and strategies. He joined the company in 2009.
Erik O’Neal, CFP®, CIMA®
Erik O’Neal collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2013.
Michael Paregian, CFP®, CTFA
Michael Paregian collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2017.
Cindy (Lucinda) Peterson, CPA®, CFP®
Cindy Peterson works with clients on planning areas such as asset allocation, cash management, lending, estate planning, income taxes, wealth preservation, and liability exposure. She joined the company in 2002.
BJ Whittaker
BJ Whitaker oversees the day-to-day coordination of the office and supports the advisors’ administrative needs to deliver best-in-class client support. She joined the company in 2001.
Jennifer Atkinson
Jennifer Atkinson provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2013.
Renee Files
Renee Files provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.
Joel Morris, CFP®, AEP®
Joel Morris collaborates with clients to provide wealth management strategies, financial planning, and investment advice. He joined the company in 2015.
Kelly Wellborn, CFP®
Kelly Wellborn collaborates with clients to provide wealth management strategies, financial planning, and investment advice. She joined the company in 1985.
Andrew Bass
Andrew Bass assists with operational processes such as client onboarding, account maintenance, and reporting. He also supports the team with the trading of equities and fixed-income securities. He joined the company in 2022.
Christopher Williams, CFP®
Christopher Williams collaborates with clients to develop personalized financial plans and assists them in achieving their goals by addressing complex planning issues. He joined the company in 2024.
Brittany Knight, FPQP®
Brittany Knight provides operational support including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2015.
Danielle Seningen
Danielle Seningen provides operational support, including client onboarding, account maintenance, reporting, and customer service. She joined the company in 2021.
