Brandon C. Johnson, CFA
Chief Executive Officer
Wendy M. Johnson, Esq.
General Counsel, Chief Compliance Officer
Bert W. Williams
Managing Director
Kristin R. Keffeler, MSM, MAPP
Chief Learning Officer
Erica A. Gattis, CPA
Controller
Mark P. McConnell, CFP®, CPWA®
Managing Director
Bryant J. Hicks
Director of Operations
Eric S. Adams, CFA, CAIA®
Co-Chief Investment Officer
Madeleine P. Heringer
Manager of Associate Advisors
Rachel Epstein McKiernan, CPWA®
Director of Client Relations
Robert L. Lawrence, Jr.
Senior Advisor
Laura K. Peterson
Senior Advisor
Jim B. Callahan, CFP®, CFA
Senior Advisor
Aidan J. Scott
Client Advisor
Leland “Andy” L. Moyer, Jr., CMA, MACC
Senior Financial Planner
Keri A. Neujahr
Associate Advisor
Krista M. Rutz, CFP®
Associate Advisor
Nicole A. Caizzo
Associate Advisor
Sean V. Janni, CFP®, CFA
Associate Advisor
Brendan M. Castleman, CFA
Associate Advisor
Tiffani N. Porter, CFP®
Associate Advisor
Karen A. McNeill, PhD, CAP®
Director of Human Capital
Nicole M. Libbey, MA
Human Capital Associate Advisor
Richelle R. Valero
Executive Administrator
Bonny M. Arndt
Director of First Impressions
