Eric Kittner

Managing Partner & Chairman

Keith Bowles

Chief Operating Officer

Elizabeth Carter

Director, Strategy & Planning

Bethany Wilkinson

Chief Talent Officer

Deb Dubin

Chief Philanthropy Officer

Jamie Goodwin

Director, Centralized Operations

Amanda Sawyer

Director of Compliance

Matt Harlan

Director, Trust & Family Office

Brett Woodruff

VP, Analytics

Anne Haudrich

Senior Advisor

Alexander Faught

Senior Advisor

Mona Gooden

Advisor

Jack Grover

Advisor

Matt Sallaberry

Advisor

Phil Schwab

Advisor

Thatcher Crawford

Advisor

Michelle Beattie

Advisor

Kate Parker

Advisor

Adam Ford

Advisor

Mike Vredenburgh

Senior Advisor

Kate Kloster

Advisor

Matthew Erker

Advisor

Kaleb Doyle

Senior Advisor

Geneen Von Kloha

Advisor

Andrew Glenn

Advisor

Sean Follis

Advisor

Kristin Brown

Advisor

Michael Hollo

Partner

Coleman Sheehan

Partner

Jeffrey Wist

Partner

Nicole Bailey

Partner

Danton Troyer

Partner

John Steffens

Partner

Timothy Halls

Partner

Robert Hehmeyer

Partner

Travis Freeman

Partner

Diane Compardo

Partner

Nancy Georgen

Partner

Ron Wienstroer

Partner - Moneta

Gus Gast

Partner

Douglas Weber

Partner/owner

Brad Koeneman

Partner

Logan Finerty

Partner

Michael Johnson

Partner

Kara Harmon

Partner

Billy Dickens

Partner

Patrick McGinnis

Partner

Gene Diederich

Partner

Matthew Ring

Partner

Michael Carpenter

Partner

Hunter Brown

Partner

Brooke Hunady

Partner

David Sadler

Partner

David Curtis

Partner

James Blair Iv

Partner

Linda Pietroburgo

Partner

Garrett Reeg

Senior Advisor

Kimberly Mueller

Senior Advisor

Eloise Schlafly

Senior Advisor

Farah Winkler

Senior Advisor

Trevor Stone

Senior Advisor

Benjamin Trujillo

Partner

Lauren Hunt

Senior Advisor

Ryan Martin

Senior Advisor

Cynthia Kirkpatrick

Senior Advisor

Lindsay Taylor

Senior Advisor

Derek Wilton

Senior Advisor

Jerry West

Senior Advisor

Aaron Bosch

Advisor

Drennan Bailey

Advisor

Emily Mccrary

Executive Assistant

Hannah Harrison

Retirement Plan Advisor

Kyle Luetters

Advisor

Matt Mueller

Advisor

Sam Hill

Fixed Income Portfolio Manager

Alex Timmermann

Portfolio Manager

Jonathan Curtis

Business Development Director

Rebecca Miller

Client Service Administrator

Tarah Chandler

Client Service Administrator

Macci Bowers

Client Service Administrator

Alec Roussin

Client Service Manager

Jessica Hinkebein

Senior Client Service Manager

Pietro Nicastro

Client Service Manager

Ashley Porter

Client Service Manager

Sarah Kirn

Client Service Manager

Frankie Colston

Client Service Manager

Brigid Andrews

Client Service Manager

Hunt Lucas

Advisor

Nick Hummel

Senior Client Services Manager

Brendan Bostwick

Client Service Manager

Courtney Vitale

Client Service Manager

Eric Boland

Client Service Manager

Deeya Selke

Traveling Operations Manager

Christopher Moore

Senior Client Service Manager

Emma Hogrebe

Client Service Manager

Mitchell Faulhaber

Client Service Manager

Sam Leitensdorfer

Client Service Manager

Mary Saito

Client Service Manager

Ashley Kwater

Client Service Manager

Max Osman

Senior Client Service Manager

Alex Crehan

Client Service Manager

Kelsey Byers

Client Service Manager

Kevin Hennessy

Client Service Manager

Clay Sawyer

Client Service Manager

Starlette Geisz

Concierge Services

Donald Poling

Consultant

Sherre Flavin

Director, Client Engagement & Client Service Manager

Sam Edwards

Director, Marketing

Debbie Reimer

Executive Assistant

Emily Kamps

Executive Assistant

Susan Brown

Partner

Yolanda Forkin

Family Office Specialist

Elizabeth Sheehan

Family Office Strategist

Rich McDonald

Head, Portfolio Management & Fixed Income

Anniece Robinson

Operations Manager

Brittany Burns

Operations Manager

Peter Racen

Partner

Lisa Bedell

Vice President Of Practice Management

Melissa Emerson

Operations Manager

Katie Schell

Operations Manager

Emiley Best

Operations Manager

Amy Leindecker

Operations Manager

Nick Koboldt

Director Of Centralized Portfolio Management

Mindy Mitchell

Private Markets Advisor

Tim Side

Director Of Investment Strategy

Greg Haueisen

Advisor

Molly Bryant

Senior Client Service Manager

Carolyn Duggan

Senior Client Service Manager

Brittany Root

Client Service Manager

Cynthia Laferla

Senior Client Service Manager

Lisa Patton

Senior Client Service Manager

Ryan Matteo

Senior Client Service Manager

Jennifer Suda

Senior Retirement Plan Service Manager

Abby Donnellan

Senior Tax Strategist

Ashton Hamilton

Mergers And Acquisitions Specialist

Leah Matz

Family Office Advisor

Heather Fox

Client Services Administrator

Paige Mueller

Client Service Manager

Bill Rowe

Chief Growth Officer

Jana Gregorek

Director of Talent Acquisition

Brad Dunajcik

Advisor

Kate Bauer

Client Service Manager

Zach Drummond

Client Service Manager

Libby Roth

Client Service Manager

Abby Bira

Client Service Manager

Nikelle Turner

Client Service Manager

Jordyn Guest

Executive Assistant

Kenzie Wilson

Family Office Coordinator

Patrick Enright

Alternative Investments Analyst

Trent Rieger

Investment Research Analyst II

Jacob Ross

Portfolio Manager

Dylan Zurweller

Client Service Manager

Hailey Niehaus

Client Service Manager

Brandon Miles

Client Service Manager

Amber Jones

Retirement Plan Education Advisor / Operations Manager

Emily Bebee

Retirement Plan Client Service Manager

Adam Haas

Client Service Manager

Neil Eidson

Client Services Manager

Bryanne Stotler

Client Services Manager

Debbie Reimer

Executive Assistant For Gene M. Diederich