Team Members
Bonny M. Arndt
Director of First Impressions
Callie J. Hodgkinson
Investment Operations Analyst
Carly K. Hardman
Compliance and Human Resources Associate
Cash K. Forster
Investment Operations Analyst
Collin M. Montgomery
Staff Accountant
John B. Bell
Staff Accountant
Kaley A. Kris
Analyst
Keri A. Neujahr
Associate Advisor
Krista M. Rutz, CFP
Associate Advisor
Leland “Andy” L. Moyer, Jr., CMA, MACC
Senior Financial Planner
Mark D. Monson
Investment Operations Analyst
Matt A. Canning
Analyst
Nick H. Kral
Investment Operations Analyst
Nick J. Tabor
Investment Operations Analyst
Nicole A. Caizzo
Associate Advisor
Samuel J. Rotbart
Senior Data Engineer
Tommy L. Batcha
Analyst