Team

n. / in·ves·tors / a team devoted to your success

The core of our DNA is an investment culture.

Our lead advisors are established wealth advisory professionals, offering decades of experience and supported by a team committed to excellence in customer service. Our team includes former chief investment officers as well as professionals who have earned CFP®, CFA, CPA, JD, and MBA certifications.

David Knall

Managing Director

“The financial calculus that we employ would never permit our trading a good night’s sleep for a shot at a few extra percentage points of return.”

2003 Berkshire Annual Letter
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David Knall

Managing Director

Jeffrey Cohen, JD

Managing Director

“I follow three rules: Do the right thing, do the best you can, and always show people you care.”

Lou Holtz
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Jeffrey Cohen, JD

Managing Director

Jamie Knall

Managing Director

“The job of a good investor is to always be skeptical, but not too skeptical, because if you have no limits to your pessimism you’ll never spot opportunity.”

Howard Marks
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Jamie Knall

Managing Director

Thomas J. Pence, CFA

Managing Director

“Investment success does not belong to those with a 'magic formula' but to those with the courage of their own wisdom.”

Bennett Goodspeed
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Thomas J. Pence, CFA

Managing Director

Michael Hall, CFA

Senior Vice President / Investments

“Nobody cares how much you know, until they know how much you care.”

Theodore Roosevelt
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Michael Hall, CFA

Senior Vice President / Investments

Michael Aguirre, CFA

Senior Vice President / Investments

“Spend each day trying to be a little wiser than you were when you woke up.”

Charlie Munger
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Michael Aguirre, CFA

Senior Vice President / Investments

Jamie Ratner Rich, CFP®

Senior Vice President / Investments

“Fight for the things you care about, but do it in a way that will lead others to join you.”

Ruth Bader Ginsburg
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Jamie Ratner Rich, CFP®

Senior Vice President / Investments

Tom Morgan

Director of Communications and Content

“A change in perspective is worth 80 IQ points”

Alan Kay
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Tom Morgan

Director of Communications and Content

James Angelica

Associate Vice President / Client Service, Senior Portfolio Consultant

“The only place success comes before work is in the dictionary.”

Vince Lombardi

James Angelica

Associate Vice President / Client Service, Senior Portfolio Consultant

Ann Barnes

Client Service Associate

“Love everyone, be kind, make a difference”

Tony Etchison

Ann Barnes

Client Service Associate

Josh Burgan

Vice President

“Well done is better than well said.”

Ben Franklin

Josh Burgan

Vice President

Shelly Carnes

Client Service Associate

“A negative mind will never give you a positive life.”

Author Unknown

Shelly Carnes

Client Service Associate

Tai Corbett

Client Service Associate

“We can't become what we need to be by remaining what we are.”

Oprah Winfrey

Tai Corbett

Client Service Associate

Amanda Fitzpatrick

Vice President / Client Service, Senior Portfolio Consultant

“Be who you are and say what you feel because those who mind don't matter and those who matter don't mind. Don't cry because it's over. Smile because it happened.”

Dr. Seuss

Amanda Fitzpatrick

Vice President / Client Service, Senior Portfolio Consultant

Melissa Franklin

Client Service Associate

“And in the end it’s not the years in your life that count. It’s the life in your years”

Abraham Lincoln

Melissa Franklin

Client Service Associate

Chip Gaddis

Senior Vice President / Investments

“I’m a greater believer in luck, and I find the harder I work the more I have of it.”

Thomas Jefferson

Chip Gaddis

Senior Vice President / Investments

Timothy Jansen

Vice President / Client Service, Senior Portfolio Consultant

“Unless we progress, we regress.”

Dwight D. Eisenhower

Timothy Jansen

Vice President / Client Service, Senior Portfolio Consultant

Damian King

Client Service Associate

“I've learned that people will forget what you said, people will forget what you did, but people will never forget how you made them feel.”

Maya Angelou

Damian King

Client Service Associate

Connor Kucera

Senior Portfolio Consultant

“The important thing is not to stop questioning. Curiosity has its own reason for existing.”

Albert Einstein

Connor Kucera

Senior Portfolio Consultant

Terry Leffew

Senior Portfolio Manager

“Make the wrong thing difficult and the right thing easy.”

Ray Hunt

Terry Leffew

Senior Portfolio Manager

John Morningstar

Associate Vice President / Investments

“Things that matter most must never be at the mercy of things that matter least.”

Johann Wolfgang von Goethe

John Morningstar

Associate Vice President / Investments

Kathleen O'Marro

Client Relationship Manager

“Trust the process.”

Author Unknown

Kathleen O'Marro

Client Relationship Manager

Patrick O'Marro

Associate Vice President, Financial Advisor Associate

“Success consists of going from failure to failure without the loss of enthusiasm.”

Winston Churchill

Patrick O'Marro

Associate Vice President, Financial Advisor Associate

Karthik Raghupathy

Vice President / Client Service, Senior Portfolio Consultant

“If you’re interested, you will do what is convenient; if you’re committed, you’ll do whatever it takes.”

John Assaraf

Karthik Raghupathy

Vice President / Client Service, Senior Portfolio Consultant

John Rapp

Senior Investment Associate

“The two most important days in your life are the day you are born and the day you find out why.”

Mark Twain

John Rapp

Senior Investment Associate

Jaqueline Sanderson

Client Relationship Manager

“If life were predictable it would cease to be life, and be without flavor.”

Eleanor Roosevelt

Jaqueline Sanderson

Client Relationship Manager

Laura Sasse

Client Relationship Manager

“You simply have to put one foot in front of the other and keep going. Put blinders on and plough right ahead.”

George Lucas

Laura Sasse

Client Relationship Manager

Ali Schmitt

Portfolio Analyst

“You can’t expect to be better than the time you’ve put in”

Unknown

Ali Schmitt

Portfolio Analyst

Alicia Smith

Senior Registered Client Service Associate

“You’re only given a little spark of madness. You mustn’t lose it.”

Robin Williams

Alicia Smith

Senior Registered Client Service Associate

Aaron Tomlin

Senior Portfolio Analyst

“Measure twice, cut once.”

Alistair MacLeod

Aaron Tomlin

Senior Portfolio Analyst

Matt Whicker

Registered Client Service Associate

“The elevator to success is out of order. You’ll have to use the stairs.”

Joe Girard

Matt Whicker

Registered Client Service Associate

Jack Vanier

Registered Client Service Associate

“Exercise good judgement”

Unknown

Jack Vanier

Registered Client Service Associate