Our People

Marla Mulligan

Office Manager

Marla Mulligan is the Office Manager of the San Rafael...

Ryan Murray

Client Service Associate

Ryan is a client service associate based in our New...

Christine Nairne

Senior Advisor Associate

Christine serves as a senior advisor associate in our Fulton,...

Marilyn S. Napoli, CFP®

Senior Vice President

Marilyn Napoli joined the firm after a long and successful...

Hilary Neblett

Senior Associate, Marketing & Communications

Hilary is a Senior Associate on the Marketing team and...

Katie O’Connor

Advisor Associate

Katie serves as an advisor associate in our Reston, VA...

Jake Obringer, CFP®

Advisor Associate

Jake serves as an advisor associate in our Reston, VA...

Madelyn Oemig

Advisor Associate

Madelyn serves as an advisor associate in our Milwaukee office,...

Channing Olson

SVP, Head of Integration and Project Management

Channing Olson serves as Head of Integration and Project Management...

Christopher Owens, CFP®

Assistant Vice President

Chris joined the firm in 2017, bringing with him a...

Kathleen Paradis, J.D.

Senior Trust Advisor

As a Senior Trust Advisor, Kathy leverages her thorough understanding...

Samantha C. Paul, FPQP™

Senior Advisor Associate

Samantha is a Senior Advisor Associate in the firm’s Fulton,...

Kayla Pavela

Senior Associate, Finance

Kayla serves as a Senior Finance Associate in our Madison,...

Julie Penwell, CFP®

Assistant Vice President

Julie Penwell is an Assistant Vice President and financial advisor...

Emily Perschbacher

Advisor Associate

Emily is an advisor associate in our Delafield, WI office,...

Amanda Phillips-DeSaverio, CFP®

Vice President

Amanda serves as a financial advisor in our Denver, CO...