our Team
Our team is ready to work with you
Kim Cappellano
Chief Executive Officer, Founding Partner
Wendy Brekken, J.D.
President, Chief Wealth Planning Officer
Ben Goethel, J.D.
Partner, Senior Wealth Strategist
Beth Rodriguez
Client Relationship Specialist
Brett Halley, CFA®
Chief Investment Officer, Founding Partner
Bryan Jarman, CFA®
Partner, Portfolio Manager
Bryan Johnson
Chief Administrative Officer, Founding Partner
Chris Casey
Founding Partner, Investment Strategist
Dave Arens
Founding Partner, Managing Director
David Hillner, CFA®, CFP®
Director of Investments
David Holtorf
Founding Partner, Managing Director
David Tawil, CTFA®
Founding Partner, Managing Director
DeAnna Connell
Senior Client Associate
Debra Wilkens, CFA®
Founding Partner, Senior Portfolio Manager
Elvira Portillo
Senior Client Associate
Gayle Fincher
Partner
Heather Fortune Vestweber
Founding Partner, Wealth Advisor
Jeffrey Steiner
Partner, Senior Portfolio Manager
Leslie Wall
Senior Client Associate
Liz Yzaguirre
Client Relationship Specialist
Mandy Jones
Client Relationship Specialist
Madison Vestweber
Associate Wealth Advisor
Marissa Bormann
Director of Operations
Mary Foster
Outsourced Family Office Specialist
Melissa Clines
Chief Operations Officer
Michelle Acton
Partner
Michael Leabo, CRPS®
Associate Investment Advisor
Russell Samples, CTFA®
Founding Partner, Managing Director
Timothy Durbin
Partner, Managing Director
Tonya Weber
Senior Client Associate
Tyler Schlumpf, CFA®
Partner, Senior Portfolio Manager
Zac Ritchey, CFP®
Partner, Managing Director, Lead Advisor
Daphne Debus
Client Associate
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