Take our risk assessment survey
Schedule a meeting with us
Have a question? Ask us
Services
Financial Planning
Retirement Planning
Investment Management
Why Us
Team
Resources
Blog
FAQs
Guides
Risk Quiz
Videos
Contact Us
Client Log-in
Investment Portal
Financial Planning Portal
Wealth Advisors
Adam Newman, CFA, CFP®, RICP®
Partner and Senior Wealth Advisor
Tony Hardesty
Managing Partner
Kyle McFarland, CFP®
Wealth Advisor
Bijal Patel, CFP®
Partner and Senior Wealth Advisor
Christopher Urban, CFP®
Wealth Advisor
Sherrie Campbell, CFP®
Senior Wealth Advisor
Ben Scrivener, CFP®, AIF®
Wealth Advisor
Madolynn Stemmer, CFP®
Wealth Advisor
Brenna Surette CFP®
Associate Wealth Advisor
Client Service Associates
Janet Howard
Onboarding Specialist
Bridjett Fountain
Client Service Associate
Robert Louis Pratt
Client Service Associate
Brian Quantrille
Client Service Associate
Leadership
Andy Pratt, CFA, CAIA
Partner and Director of Investment Strategy
Adam Newman, CFA, CFP®, RICP®
Partner and Senior Wealth Advisor
Yevgeniy Gushcha, PhD
Partner and Director of Operations
Bijal Patel, CFP®
Partner and Senior Wealth Advisor
Lowell Pratt Jr., CFA
President and Chairman
William A. Stewart
Director of Analysis and CCO
Tony Hardesty
Managing Partner
Trading & Operations
Andy Pratt CFA, CAIA
Partner and Director of Investment Strategy
Yevgeniy Gushcha, PhD
Partner and Director of Operations
Fariba Shabaz
Senior Trader
Joel Sues CFA, CAIA
Trader
Analytical and Technology Group
Martin Walsh
Director of Technology
Angie Rugari
Compliance Manager
Alex Shen CFA
Director of Research
Investment Management
Peter C. Woolston
Portfolio Manager
Ken Stanley
Portfolio Manager
Tom Hunt
Portfolio Manager
John Drerup
Portfolio Manager
Mike Daley, PhD
Portfolio Manager
Richard Bauchspies, CFA
Portfolio Manager
Chris Arlitt
Portfolio Manager
Chat with us
, powered by
LiveChat
.png)
.png)
.png)
