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Who We Are
Partners
Chris Cecil
Partner & CEO
Mike Farrell
Partner
Nikki Gokey
CPA
Partner & Head of Planning
Rael Gorelick
Partner & Head of Investments
Investments
Emma Arditti
Research Analyst
Mike Gregory
MBA, CAIA
Head of Research
Peter Harris
Research Analyst
Jason Roska
CFA
Portfolio Manager
Drew Russell
MBA, CFA
Portfolio Manager
Frank Schornagle
MBA
Senior Portfolio Manager
Planning
Kelly Gaitens
MBA, MST
Wealth Advisor
Kellie Hall
J.D., CAP®
Head of Estate Planning
Julianne Marrie
CFP®
Wealth Advisor
Anthony Mastrogiacomo
CFP®
Wealth Advisor
Chris Perkins
JD, CTFA
Wealth Advisor
Baloo
Chief Morale Officer
Client Service
Kelsey Hageman Jerman
Head of Reporting
Brandon Jordan
Reporting Analyst
Belma Mehanovic
Client Service Associate
Claire Meier
Client Service Associate
Christina Siri
Client Service Associate
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