James D. Maher

James D. Maher

Chief Executive Officer and Founder

Jacob J. Hong

Jacob J. Hong

Wealth Management Advisor and Chief Operating Officer

Amanda K. White

Amanda K. White

Chief Financial Officer and Chief Compliance Officer

Paul R. Alegnani

Paul R. Alegnani

Chief Investment Officer

Nicole L. Behrmann

Nicole L. Behrmann

Tax Director

Jennifer L. Boyer

Jennifer L. Boyer

Senior Client Service Associate

Charles E. Brueggemann

Charles E. Brueggemann

Chief of Staff & Transition Coach

Jennifer L. Buchanan

Jennifer L. Buchanan

Tax Manager

Ronald A. Buerges

Ronald A. Buerges

Business Consultant

Marnie E. Deschaine

Marnie E. Deschaine

Business Services Coordinator

Assistant to Jim Maher

Jordan D. Faulkenberg

Jordan D. Faulkenberg

Senior Tax Accountant

Andrew R. Greene

Andrew R. Greene

Director of Strategic Insights

Evan R. Halloran

Evan R. Halloran

Accounting Consultant

Zachary Hamann

Zachary Hamann

Business Analyst

Anna R. Hanger

Anna R. Hanger

Client Service Associate and Analyst

Julie A. Hanger

Julie A. Hanger

Senior Administrative Assistant

Samuel F.L. Hanger

Samuel F.L. Hanger

Wealth Management Advisor

Ryne K. Harris

Ryne K. Harris

Tax Accountant

Ashley C. Johnson

Ashley C. Johnson

Tax Manager

Sherryl A. Jones

Sherryl A. Jones

Accounting Process Assistant

Shelly M. Keeven

Shelly M. Keeven

Admin Support Specialist

Jeffrey Keiser

Jeffrey Keiser

Director of Family Office Services

L. Monette Lawrence

L. Monette Lawrence

Retirement Plan Advisor (401(k), 403(b) & Defined Benefit)

Martin F. Leifeld

Martin F. Leifeld

Business Consultant

Deanna L. Loesche

Deanna L. Loesche

Operations and Compliance Manager

Carl H. Lurk

Carl H. Lurk

Senior Tax Technical Director

Nathan L. Martin

Nathan L. Martin

Tax Accountant

Cathy E. Mifflin

Cathy E. Mifflin

Administrative Assistant

Tristen N. Nichols

Tristen N. Nichols

Tax Accountant

Kimberly A. Noltkamper

Kimberly A. Noltkamper

Director of Administration

Lauren N. Randazzo

Lauren N. Randazzo

Wealth Management Advisor

Barbara E. Reagan

Barbara E. Reagan

Senior Tax Accountant

Ronda L. Sauget

Ronda L. Sauget

Strategic Consultant

Crystal D. Schallenberg

Crystal D. Schallenberg

Tax Manager

Robert G. Schlueter

Robert G. Schlueter

Director of Relationship Management and Wealth Management Advisor

Carrie D. Schultheis

Carrie D. Schultheis

Accounting Services Manager

Robert T. Scott

Robert T. Scott

Staff Tax Accountant

Nicholas J. Silhavy

Nicholas J. Silhavy

Tax Accountant

Brendan M. Skinner

Brendan M. Skinner

Analyst and Relationship Manager

Kristen M. Steele

Kristen M. Steele

Client Service Associate

Diana M. Stevens

Diana M. Stevens

Senior Accountant

David A. Stoll

David A. Stoll

Analyst and Relationship Manager

Jay R. Tebbe

Jay R. Tebbe

Philanthropic Consultant

Cindy S. Wolf

Cindy S. Wolf

Administrative Assistant

Jim E. Woodcock

Jim E. Woodcock

Business Consultant