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Our People

Katie O'Connor, CFP®
Katie O'Connor, CFP®

Advisor Associate

Madison O'Reilly
Madison O'Reilly

Office Manager

Katarina Obermaier, FPQP™
Katarina Obermaier, FPQP™

Senior Advisor Associate

Jake Obringer, CFP®
Jake Obringer, CFP®

Assistant Vice President

Madelyn Oemig, CFP®
Madelyn Oemig, CFP®

Senior Advisor Associate

Andrea Olivares, MBA
Andrea Olivares, MBA

Senior Client Service Associate

Matthew Oliveira
Matthew Oliveira

Advisor Associate

Channing Olson
Channing Olson

Chief Operating Officer

Brenna Paananen, CFP®, CIMA®
Brenna Paananen, CFP®, CIMA®

Senior Advisor Associate

Greta Panke
Greta Panke

Advisor Associate

Sarah Pascucci
Sarah Pascucci

Resource Specialist

Samantha Paul-Hackman, FPQP™
Samantha Paul-Hackman, FPQP™

Senior Advisor Associate

Kayla Pavela
Kayla Pavela

Senior Associate, Finance

Vincent Pecoraro, FPQP™
Vincent Pecoraro, FPQP™

Senior Advisor Associate

Julie Penwell, CFP®
Julie Penwell, CFP®

Vice President

Sergei Perepechenov
Sergei Perepechenov

Advisor Associate