Diane L. Andrajack
Client Service Manager
Shawn K. Eells, CFA
Principal & Portfolio Manager
Paul J. Kronlokken, CAIA
Principal & Portfolio Manager
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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
Ryan J. Woitalla CFA CFP® RICP®
Portfolio Manager
