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Form CRS Disclosures Client Login

Our People

Wes Gretkowski
Wes Gretkowski

Senior Associate, Client Operations

James Griesser, CFP®, AIF®
James Griesser, CFP®, AIF®

Managing Director

Kirstin Griffin, AIF®, FPQP™, CRPC®
Kirstin Griffin, AIF®, FPQP™, CRPC®

Vice President

Julie Grove
Julie Grove

Assistant Vice President, Client Service

Rob Gryboski
Rob Gryboski

Vice President

Rachel Haberman, CFP®
Rachel Haberman, CFP®

Assistant Vice President

Annie Hall
Annie Hall

Assistant Vice President, Client Service

Sarah Hannibal, CFA®, CPA (inactive), MBA
Sarah Hannibal, CFA®, CPA (inactive), MBA

Managing Director

Holly Happ
Holly Happ

Client Service Associate

Casey Hardy
Casey Hardy

Vice President

Gail Harris, CFP®, CIMA®, CExP™
Gail Harris, CFP®, CIMA®, CExP™

Senior Vice President

Razi Hecht, CFP®
Razi Hecht, CFP®

Senior Vice President

Tierney Henderson
Tierney Henderson

Senior Advisor Associate

Sean Heyman
Sean Heyman

Client Service Specialist

Trent Hofmeister, CFP®
Trent Hofmeister, CFP®

Assistant Vice President

Connor Holly
Connor Holly

Assistant Vice President, Data Operations