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Who We Are
Partners
Chris Cecil
Partner & CEO
Mike Farrell
Partner
Nikki Gokey
CPA
Partner & Head of Planning
Rael Gorelick
Partner & Head of Investments
Investments
Harrison Fritz
Research Analyst
Mike Gregory
MBA, CAIA
Head of Research
Jack Griffin
Research Analyst
Peter Harris
Research Analyst
Drew Russell
MBA, CFA
Portfolio Manager
Frank Schornagle
MBA
Senior Portfolio Manager
Planning
Kelly Gaitens
MBA, MST
Wealth Advisor
Kellie Hall
J.D., CAP®
Head of Estate Planning
Julianne Marrie
CFP®
Wealth Advisor
Anthony Mastrogiacomo
CFP®
Wealth Advisor
Chris Perkins
JD, CTFA
Wealth Advisor
Baloo
Chief Morale Officer
Michelle Soto
CPA
Senior Wealth Planner
Client Service
Kelsey Hageman Jerman
Head of Reporting
Cathy Kreppein
Client Service Associate
Belma Mehanovic
Client Service Associate
Claire Meier
Client Service Associate
Christina Siri
Client Service Associate
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