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
Joseph Gross, CDFA®
First Vice President, Senior Financial Advisor
Jake Withnell, CPA, CFP®
Senior Financial Advisor and Reinsurance Team Lead
William Paustian, CFP®
Financial Advisor
Kendra Biller
Andrew Bennison, M.B.A., J.D
Associate Advisor & Portfolio Management Strategist
Shannon Jones, CFA® , CFP®
Senior Portfolio Manager, Financial Planning Consultant
Christopher Jones, CFP®
Katelyn Kalomiris, CFP®
Financial Planning Associate
Emma Priser
Chief of Staff
Ryan Coffee, CFP®
Senior Financial Planner
Sarinah Gigliotti, CFP®
Katia Prochovnic, CFA®
Investment Associate
Nicole Handelsman
Productivity and Scheduling Lead
Laura Lee
Client Concierge
Chelsea Tilly
Client Operations Lead
Michelle Benedict
Senior Client Service Associate
Rowan Colby
Client Service Associate
Adriana Reyes
Katie Miller
Grace Dooney
Kim Davies
Business Operations Lead
Karen Comfort
Operations Project Manager
