Skip to main content
Newsletter Signup
Enter your name:
*
Enter your email address:
*
Leave this field blank
Submit
Toggle navigation
About Us
Our Team
Leadership
Advisors and Financial Planning
Portfolio Management and Analytics
Client Service
Operations and Administration
Professional Designations
In the Community
Careers
Our Clients
Services
Investment Management
Financial Planning
Executive Equity and Compensation Planning
Social Security and Medicare Planning
Education Planning
Retirement Planning
Charitable Giving
Support and Communication
Digital Concierge
Resources
Blog
Recommended Reading
Videos
Newsletter
In the News
Online Security
Contact
Directions
Login
Advisors and Financial Planning
About Us
Our Team
Advisors and Financial Planning
Matthew R. Adams CPA, CFP®, CDFA®
Portfolio Manager
Alana C. Asmussen CFA, CFP®
Portfolio Manager, Partner
William G. Beamer CFA, CFP®
President, Chief Investment Officer, Partner
Jacqueline A. Bell CFA, CFP®
Portfolio Manager, Director
Michael S. Brown CFA, CPA, CFP®
Portfolio Manager, Partner
Tracy S. Burgett JD, CFP®, CPWA®
Director of Financial Planning
Jake T. Erlendson CFA, CFP®
Portfolio Manager
Kelly A. Feldmann CFP®
Financial Planner
Peggy M. Kahn
Financial Planner
Brett R. Pernicano CFA, CFP®, CDFA®, ChFC®, CLU®
Portfolio Manager
Gregory J. Richardson MPAS®, CFP®
Portfolio Manager
Grant A. Webster CFP®
Portfolio Manager
Mark Wernig CFP®
Portfolio Manager
Dale E. Yahnke CFA, CFP®
Chief Executive Officer, Founding Partner
Share this page
