Our People

Steve Branton, CFP®, CPCC®

Senior Vice President

Steve’s mission is to serve clients as their key thought...

Briara Braun

Legal & Compliance Associate

Based in our Milwaukee, WI office, Briara serves as an...

Joshua Braunschweig

Senior Associate, Accountant

Josh is a Senior Associate on the accounting team, and...

Steven Broadhead

Senior Associate, Client Operations

Steve joined the firm in 2017 and serves as an...

Scott Brody

Senior Vice President

Scott has been with the firm and its predecessors since...

Alexandra Burkard

Senior Advisor Associate

As a Senior Advisor Associate, Alex works closely with advisors...

John R. Burns, J.D.

Senior Advisor Associate

John is a Senior Advisor Associate in the firm’s New...

Nick Bussard, CFP®

Senior Advisor Associate

Nick Bussard is a Senior Advisor Associate based in the...

Amanda Campbell, CFP®, CDFA®, AAMS®, AIF®

Senior Vice President

Amanda has been in the financial services industry since 2010...

Katrina Capul

Human Resources Manager

Katrina serves as a Human Resources Manager based in our...

Suzzie Carbone

Client Service Associate

Suzzie is a Client Service Associate based in the firm’s...

Stephanie Carmel, CFP®, CDFA®, MBA

Assistant Vice President

Stephanie serves as an Assistant Vice President and advisor in...

Diane Cauchois

Assistant Vice President, Investments

Diane Cauchois is an Assistant Vice President on the Investments...

Rudolph J. Cervetto III

Office Coordinator

Rudolph “Joe” Cervetto is an office coordinator based in the...

Karolina Chernyak, FPQP™

Senior Client Service Specialist

Karolina Chernyak is a Senior Client Service Specialist based in...

Tyrone Clarke

Client Service Associate

Tyrone is a Client Service Associate based in the firm’s...