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Our Team
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Meet the Team
Team members filtered by team
Investment Team
James E. Gore
CFA®, CAIA, CMT®
Andrew Molnar
CFA®
Jimmy Stechschulte
CFA®
Drew Woodard
Wealth Management Team
Mark F. Kleespies
CFP®
Gregory C. Luke
ESQ.
Allisha Curtis
Grace Cappellini
CFP®
Olivia Pruett
Operations Team
Jenna Kaiser
P.J. Clark
Susy Hisch
Our Team
Investment Team
Wealth Management Team
Operations Team