Rob Francais

Doug Hendrickson

Chief Financial Officer

Summer Hammons

Chief People Officer

Alec Manoukian

Chief Technology Officer

Sandi Bragar

Chief Client Officer

Shanda Gentry

Managing Director Compliance & Records- Chief Compliance Officer, Partner

Cammie Doder

Chief Marketing Officer

Natalie Morrella

Director - Wealth Management, Partner At Aspiriant

Dave Grecsek

Managing Director/director

John Allen

Chief Investment Officer

Michael King

Partner, Exclusive Family Office

Michael Lavalle

General Counsel; Partner