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Our People

Oona Rokyta
Oona Rokyta

Senior Advisor Associate

Ally Rosenbaum
Ally Rosenbaum

Advisor Associate

Stacey Rosenson, CFP®
Stacey Rosenson, CFP®

Senior Vice President

Madeline Rowe, CFP®
Madeline Rowe, CFP®

Assistant Vice President

Grant Ruder, CFP®
Grant Ruder, CFP®

Managing Director

Amy Ruehlmann
Amy Ruehlmann

Single Family Office Senior Client Associate

Kelly Ruh
Kelly Ruh

Marketing & Growth Manager – Central

Anthony Sainclair
Anthony Sainclair

Advisor Associate

Tom Sand
Tom Sand

Senior Associate, Finance

Marie Santangelo
Marie Santangelo

Vice President, Client Service Manager

Michael J. Santo
Michael J. Santo

Managing Director

Mike Sbrocco
Mike Sbrocco

Managing Director, West Region Leader

Jonah Schachtel
Jonah Schachtel

Advisor Associate

Katharine Schelhorn, CFP®
Katharine Schelhorn, CFP®

Senior Vice President

Karenna Schneider
Karenna Schneider

Client Service Associate