Your Financial Planning Team

Our team is dedicated to our mission: To build trusted relationships through professional guidance, exceptional service and thorough implementation; to help you attain your financial goals while adhering to your values.

Meet our National Team     Meet our Washington Team

Wealth Advisors
Drew Schaefer

Drew Schaefer

Founding Partner & Senior Wealth Advisor
Jared Jones

Jared Jones

Founding Partner & Senior Wealth Advisor
Kathleen M. Jordan

Kathleen M. Jordan

AAMS

Wealth Advisor
Terry A. Cook

Terry A. Cook

CFPⓇ

Wealth Advisor
Ken Reeves

Ken Reeves

CFP®

Wealth Advisor
Operations
Paul Buxton

Paul Buxton

Business Development Manager
Sylvia Guenther

Sylvia Guenther

Operations Associate
Kristy Huber

Kristy Huber

Operations Manager
Advanced Solutions Team
Sarah Duey

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services
Michael Gruidel

Michael Gruidel

Paraplanner
Jamie Hopkins

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Managing Partner of Wealth Solutions
Jody Jackson

Jody Jackson

FPQP™

Paraplanner
Chris Oppliger

Chris Oppliger

CPA

Director of Tax Planning
Mark Petersen

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning
Beth Schanou

Beth Schanou

JD

Senior Wealth Planner
Krista Thompson

Krista Thompson

CPA

Senior Wealth Planner
Erin Wood

Erin Wood

CFP®, CRPC®, FBS®

Senior Vice President, Financial Planning and Advanced Solutions
Ryan Yamada

Ryan Yamada

CFP®

Planner
Investments
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Scott Kubie

Scott Kubie

CFA®

Senior Investment Strategist
Greg DeGennaro

Greg DeGennaro

CFA®, CAIA

Client Portfolio Manager
Jessica Golson

Jessica Golson

CIPM

Vice President, Investment Operations and Performance
Mike Lawrence

Mike Lawrence

Portfolio Manager
Vishnu Lekraj

Vishnu Lekraj

Co-Portfolio Manager
Josh Russell

Josh Russell

Portfolio Manager
Patrick Sittner

Patrick Sittner

Portfolio Strategist
Sonu Varghese

Sonu Varghese

Senior Investment Analyst
Research Department
Saumen Chattopadhyay

Saumen Chattopadhyay

CFA®, CPA

Chief Investment Officer, Carson Partners
Brett Carson

Brett Carson

CFA®

Director of Research
Alex Blankenburg

Alex Blankenburg

Associate Trader
Jake Bleicher

Jake Bleicher

CFA®

Equity Analyst
Kellie L. Duffy

Kellie L. Duffy

Senior Trade Operations Analyst
Jeff Harris

Jeff Harris

Senior Mergers & Acquisitions Analyst
Todd Knott

Todd Knott

Senior Institutional Trader
Jordan Pieper

Jordan Pieper

Trading Specialist
Drew Reisdorff

Drew Reisdorff

Senior Trader
Kaleigh Sanders

Kaleigh Sanders

Trading Operations Analyst
Matthew (Matt) Smith

Matthew (Matt) Smith

Senior Trader
Kevin Zlomke

Kevin Zlomke

Director of Trading
Alyssa Zuck

Alyssa Zuck

Trade Operations Analyst