Your Team

Wealth Advisors

Jim DeGaetano

CPA, CFP®, MBA
CEO, Founder, Wealth Advisor

Chrissy Ward

Senior Wealth Advisor

Mark Greenawalt

Wealth Advisor

Client Services

Rebecca Meyer

Office Manager

Investments

Burt White

Chief Strategy Officer

Ryan Detrick

Chief Market Strategist

Jessica Golson

CIPM
Vice President, Investment Operations and Performance

Mike Lawrence

CFA®
Portfolio Manager

Patrick Sittner

Director, Portfolio Strategy

Sonu Varghese

Director, Investment Platform

Research Department

Brett Carson

CFA®
Director of Research

Drew Reisdorff

Senior Trader

Jake Bleicher

CFA®
Co-Portfolio Manager

Jordan Pieper

Trading Specialist

Kaleigh Sanders

Trading Operations Analyst

Kellie L. Duffy

Senior Trade Operations Analyst

Kevin Zlomke

Director of Trading

Matthew (Matt) Smith

Senior Trader

Todd Knott

Senior Institutional Trader

Advanced Solutions Team

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®
Managing Partner of Wealth Solutions

Erin Wood

CFP®, CRPC®, FBS®
Senior Vice President, Financial Planning and Advanced Solutions

Matt Lewis

Vice President, Insurance

Mark Petersen

CPA, CFP®
Vice President, Affluent Wealth Planning

Scott Berryman

JD
Director of Trust Services

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Patrick Carter

CPA
Director of Tax Planning

Beth Schanou

JD
Senior Wealth Planner

Michael Gruidel

CFP®
Wealth Planner

Jody Jackson

FPQP™
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