Thomas L. Herrington, CFA, CPWA®
President & CEO, Director of Investment Services
John A. Benson
Founder, Senior Portfolio Manager
Connor Clark, CFA
Senior Portfolio Manager
Cynthia Payseur, J.D.
Senior Vice President & Director of Fiduciary Services
Laurey Pennie
Vice President of Operations, Administration and Compliance
Michael Miller, CFP®
Relationship Manager
Deborah A. Reeves, CTFA®
Relationship Manager
Steven Post, CFP®
Senior Vice President and Director of Portfolio Management
Jake Mueller, CFP®
Relationship Manager
Andrew Wheelan
Senior Client Service Advisor
Tiffany Assaf
Senior Client Service Advisor
Gina Montouri
Client Service Associate and Office Manager
Judi McMillin
Operations Manager
Diana Roland
Operations Manager