Jeff Ivory, CFP®

Founder, Chief Executive Officer

Leadership, Investment Committee

Wayne Bell-Warren, J.D.

Chief Compliance Officer, Director of Client Experience

Leadership, Client Services

David Martin, CFA®

Chief Investment Officer

Leadership, Investment Committee

Ben Klamo, CFA®

Portfolio Manager

Investment Committee

Anthony Felix

Analyst

Operations

Nicole Standen, CFP®

Relationship Manager

Client Services

Patrick Nalepa, CFP®

Relationship Manager

Client Services

Kip Mrkva, CFP®

Director of Client Experience

Client Services

Angela Trombley-Goralski

Operations Manager

Client Services, Operations

Cassandra Sohn

Client Experience and Marketing Manager

Client Services