skip to main content
Form CRS Disclosures Client Login

Our People

Carolyn Jerome
Carolyn Jerome

Director, Human Resources

Stephanie Jiwa, FPQP™
Stephanie Jiwa, FPQP™

Client Service Associate

Megan John, CFP®
Megan John, CFP®

Assistant Vice President, Client Service Manager

Kristin Johnson
Kristin Johnson

Assistant Vice President, Finance

Mckayla Johnson, CFP®
Mckayla Johnson, CFP®

Associate, Investments

Ryan Jordan, CFP®
Ryan Jordan, CFP®

Assistant Vice President

Lindsey Kane
Lindsey Kane

Senior Advisor Associate

Nick  Kapelewski, CFP®
Nick Kapelewski, CFP®

Senior Advisor Associate

Dmitriy Katsnelson
Dmitriy Katsnelson

Deputy Chief Investment Officer

Brent Katterheinrich
Brent Katterheinrich

Assistant Vice President, Investments

Randy Kaufman
Randy Kaufman

Senior Vice President

Jack Keating, CFP®
Jack Keating, CFP®

Assistant Vice President

Layla Keen
Layla Keen

Client Service Associate

Riley Keenan
Riley Keenan

Senior Advisor Associate