Experience You Can Count On

Jeff Paustian

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

Associate Advisor &
Portfolio Management Strategist

Kim Davies

Business Operations Lead

William Paustian, CFP®

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,
Financial Planning Consultant

Ryan Coffee, CFP®

Senior Financial Planner

Christopher Jones, CFP®

Financial Advisor

Katelyn Kalomiris, CFP®

Financial Advisor

Nicole Handelsman

Productivity and Scheduling Lead

Sarinah Gigliotti, CFP®

Financial Planning Associate

Katia Prochovnic, CFA®

Investment Associate

Laura Lee

Client Concierge

Michelle Benedict

Senior Client Service Associate

Rowan Colby

Client Service Associate

Adriana Reyes

Client Service Associate

Katie Miller

Client Service Associate

Grace Dooney

Client Service Associate

Karen Comfort

Operations Project Manager