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Kevin M. Conard
CEO, Principal & Senior Wealth Manager
Kevin M. Conard
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Ryan Costello
President, Principal & Senior Wealth Manager
Kevin Jaegers
COO & Principal
Lexie Barling
Compliance Officer
Rob R. O’Blennis
Principal & Senior Wealth Manager
Dwight Twillman
Principal & Senior Wealth Manager
Troy Hedman
Principal & Senior Wealth Manager
Matthew A. Striegel
Director of Finance & Accounting
Michelle Burchard
Director of HR & Client Services
Luke Crowther
Director of Tax
Kevin Ellis
Director of Sports Management
Nancy Luther
Client Relationship Manager
Martha Paterik
Senior Client Relationship Manager
