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Team
Business Development
Noah Howard
Investment Consultant
Doug Hughes
Platform Consultant
Jeff Greiner
Platform Consultant
Joshua Reichenbach
Relationship Manager
Jason Snyder, CFP®
Investment Consultant
Justin Terman
Investment Consultant
Andrew Babin
Engagement Consultant
Jenna Kepner
Platform Consultant
Pearse Hobson
Platform Consultant
Ryan Steele, CFA®
Investment Consultant
Ryan Schnittker, CFP®
Platform Investment Consultant
Jason Alexander
Platform Investment Consultant
Jeffrey Daigneault
Investment Consultant
Kade Vasi, CPWA®, CIMA®
Investment Consultant
Frank Little
Platform Investment Consultant
Greg Morel
Senior Investment Consultant
Robert A. Schlegel
SVP, Co-Head of National Sales
Connor Thompson
Platform Investment Consultant
Jim Way
SVP, Head of Internal Sales
Rob Holmes
Internal Sales Manager
