
Mike Steele, ChFC®, MBA
CHIEF EXECUTIVE OFFICER

Michael (Mike) Doyle, J.D.
PRESIDENT

Kathryn L. Moran, CPA
CHIEF FINANCIAL OFFICER

Brett Wessels, CFA®
CHIEF INVESTMENT OFFICER

Bradley Lewis, CPA, CFP®
SENIOR PORTFOLIO MANAGER

Nick Smith, CFP®, CPA
SENIOR PORTFOLIO MANAGER

Chris Boxleiter, CFP®
DIRECTOR OF COMPANY SPONSORED RETIREMENT PLANS

Nick Hoffman
PORTFOLIO MANAGER

Martin J. Smith, MBA
INVESTMENT ADVISOR

Chip Murray
CONSULTING SERVICES

Jennifer Kress
CLIENT SERVICE COORDINATOR

Dawn Otting
RETIREMENT PLAN SERVICES MANAGER