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Fiduciary Financial Advice and Wealth Management

Peace of Mind so you can Prosper
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Business Support

Will Brand, CRCP®

Will Brand, CRCP®

Chief Compliance Officer

Ryan Geschke

Ryan Geschke

Director of Investments

Erin Corbett

Erin Corbett

Managing Director, Operations

Jenny Kurz

Jenny Kurz

Marketing Coordinator

Lauren Lehman, CFA®, CFP®

Lauren Lehman, CFA®, CFP®

Head of Portfolio Management

Arianna Rodriguez, CIMA®

Arianna Rodriguez, CIMA®

Senior Portfolio Manager