Our Team

Diane L. Andrajack

Client Service Manager

Shawn K. Eells, CFA

Principal & Portfolio Manager

Paul J. Kronlokken, CAIA

Principal & Portfolio Manager

Steven E. Landberg, CFA, CPA (inactive)

Principal & Portfolio Manager

Josiah B. Larson, CFP®

Client Relationship Manager

Robert P. Lawson, CPA, CFP®

Principal & Director of Client Experience

Jennifer L. McCord, CFA

Chief Compliance Officer

Peter D. Rocca, CIMA

Principal & Director of Business Development

Lisa S. Russell

Marketing & Operations Associate

Kristen L. Starkman

Client Service Associate

Remembering Tom Welch