Your Financial Planning Team

Tim Bearden

CFP®, ChFC

CEO, Senior Wealth Advisor

Richard Gibbs

ChFC, CLU

Senior Wealth Advisor

Michael Einheuser

Ph.B., J.D.

Senior Wealth Advisor

Evan Topor

Associate Wealth Advisor

Tyler Silverthorn

CFP®

Associate Wealth Advisor

Lisa M. Mazzola

CFP®

Senior Wealth Advisor

Colin Casey

CFP®

Associate Wealth Advisor

Susan Bookmyer

Transformations Manager

David Cheesbro

Director of Impressions | Marketing Communications

Kayla Berger

Client Service Associate | Transformations

Diane L. Willard

Executive Legal Assistant

Taylor Maks

Client Service Associate

Jessica Schultz

Client Service Associate

Scott Kubie

CFA®

Senior Investment Strategist

Tyler Schlumpf

CFA®

Director of Investment Platform

Ron Carson

CFP®, ChFC®

Co-Chief Investment Strategist

Brett Carson

CFA

Director of Research

Jessica Golson

CIPM

Portfolio Analyst

Nick Guarino

Investment Strategist

Rick Jaster

Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist

Pete Mullen

Relationship Manager

Patrick Carter

CPA

Private Client Planning Manager

Sarah Duey

Vice President, Trust Services

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

JD

Director of Wealth and Estate Planning

Paul West

CFP®

Managing Partner

Erin Wood

CFP®, CRPC®

Vice President, Wealth Planning

Tyler Schlumpf

CFA®

Director of Investment Platform

Jake Bleicher

Equity Analyst

Brett Carson

CFA

Director of Research

Scott Ford

RFC

Technical Strategist

Jeff Harris

Trading Operations Analyst

Todd Knott

Senior Institutional Trader

Bob Wellman

Trading Specialist

Alyssa Zuck

Trading Specialist