leadership

Investment Managers

Daniele M. Donahoe, CFA Managing Partner,
Chief Investment Officer
Elliott Van Ness, CFA Partner & Portfolio Manager,
Director of Research

Advisory Team

Sandy Carlson, CFP, CPA, CDFA Partner & Wealth Advisor,
President
Rebecca Hoover, CPA Director of Tax & Wealth Advisor

Lorri Tomlin, FPQP Wealth Advisor
Ryan Vaudrin, CFP Wealth Advisor

Lesley Burke Client Service Associate
Corey Meyer Wealth Associate

Daniel Hudspeth Wealth Associate