FOR INDIVIDUALS & FAMILIES
FOR BUSINESS OWNERS
For 30 years we’ve confidently helped our clients live the life they want.”
Jeff Paustian
Meet the people who bring expertise, integrity, and genuine partnership to every client relationship.
Chief Executive Officer
Kevin Sanger
Chief Operating Officer
Emma Priser
Chief of Staff
Chelsea Tilly
Client Service Lead
Andrew Bennison, M.B.A., J.D.
Advisor and Portfolio Management Strategist
Kim Davies
Business Operations Lead
William Paustian, CFP®
Development Lead and Financial Advisor
Joseph Gross, CDFA®
First Vice President, Senior Financial Advisor
Kendra Biller
Financial Advisor
Jake Withnell, CPA, CFP®
Senior Financial Advisor and Reinsurance Team Lead
Shannon Jones, CFA® , CFP®
Senior Portfolio Manager
Ryan Coffee, CFP®
Senior Financial Planner
Christopher Jones, CFP®
Katelyn Kalomiris, CFP®
Nicole Handelsman
Productivity and Scheduling Lead
Sarinah Gigliotti, CFP®
Financial Planner
Katia Prochovnic, CFA®
Investment Analyst
Laura Lee
Client Concierge
Michelle Benedict
Senior Client Service Associate
Rowan Colby
Client Service Associate
Adriana Reyes
Katie Miller
Grace Dooney
Karen Comfort
Operations Project Manager
