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  • Leadership Team

    Joe Weaver
    Joe Weaver, CFP®
    President
     
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    Rick Biddison
    Rick Biddison
    Senior Portfolio Manager
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    Gentry Byrnes
    Gentry Barnett Byrnes
    Chief Fiduciary Officer
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    Nicole Hisler
    Senior Vice President, Director of Charitable Solutions
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    Chris Holder
    Chris Holder
    Chief Operations Officer
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    Andrew Krempp
    Andrew Krempp, J.D., MBA, CTFA, CCTS
    Senior Vice President, Director of Business Development
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    Ashley Mackendrick
    Ashley MacKendrick, CPA
    Chief Financial Officer
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    Alan Stegeman
    Alan Stegeman
    Chief Compliance Officer
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