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Mitch Tuchman
Managing Director. Chief Investment Officer
Mitch Tuchman
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Svetlana Kot
VP, Finance & Operations
Sally Brandon
SVP, Client Service & Advice
Drew Pratt
VP, Investment Advice
Christie Whitney
VP, Investment Advice, CFP®
Sonja Breeding
VP, Investment Advice, CFP®
David Ranney
VP, Sales
Scott Puritz
MD, Investment Committee Member
Lauren Simpson
Senior Director, Growth Marketing
Nicole Cervi-McKeever
Director of Retirement Services
Matt Jude
Financial Advisor
