Margaret Dechant

Ceo, Partner, Wealth Advisor

Andrew Mies

Chief Investment Officer, Founding Partner

Bryan Green

Managing Director, Partner, Wealth Advisor

Pam Smith

Senior Vice President, Partner, Wealth Advisor

Stephanie Murphy

Assistant Vice President, Client Relationship Manager

Josh Buffolino

Partner, Investment Management At 6 Meridian

Trevor Phillippi

Partner, Chief Operating Officer

Amanda Maier

Director Of Wealth Advisory Services

Amber Helms

Registered Associate - Investment Operations

Jenni Heartfield (Reed)

Investment Operations Associate

Richard Simon

Associate - Technology & Operations

Jason Mayers

Senior Associate - Investment Management

Lynne Davidson

Client Experience Associate

Rachel Bruce

Wealth Advisor

Markus Phox

Associate Wealth Advisor

David Pike

Partner, Wealth Advisor