Who We Are

Partners

Chris Cecil - Partner & CEO

Chris Cecil

Partner & CEO
Mike Farrell - Partner.jpg

Mike Farrell

Partner
Nikki Gokey, Partner

Nikki Gokey CPA

Partner & Head of Planning
Rael Gorelick - Partner & Head of Investments

Rael Gorelick

Partner & Head of Investments

Investments

Harrison Fritz

Harrison Fritz

Research Analyst
Mike Gregory

Mike Gregory MBA, CAIA

Head of Research
Jack Griffin

Jack Griffin

Research Analyst
Peter Harris

Peter Harris

Research Analyst
Drew Russell

Drew Russell MBA, CFA

Portfolio Manager
Frank Schornagle

Frank Schornagle MBA

Senior Portfolio Manager
Will Estes.jpg

Will Estes

Portfolio Manager

Planning

Kelly Gaitens

Kelly Gaitens MBA, MST​

Wealth Advisor
Kellie Hall

Kellie Hall J.D., CAP®

Head of Estate Planning
Julianne Marrie

Julianne Marrie CFP®

Wealth Advisor
Anthony Mastrogiacomo

Anthony Mastrogiacomo CFP®

Wealth Advisor
Chris Perkins

Chris Perkins JD, CTFA

Wealth Advisor
Michelle Soto

Michelle Soto CPA

Senior Wealth Planner
Blue, Chief Moral Officer

Baloo

Chief Morale Officer

Client Service

Kelsey Hageman Jerman

Kelsey Hageman Jerman

Head of Reporting
Cathy Kreppein

Cathy Kreppein

Client Service Associate
Belma Mehanovic

Belma Mehanovic

Client Service Associate
Claire Meier

Claire Meier

Client Service Associate
Christina Siri

Christina Siri

Client Service Associate
Gaby Nicholson

Gabrielle Nicholson

Client Service Associate
Governance & Education
Investment Services
Customized Planning
Reporting & Technology