leadership
Investment Team
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Daniele M. Donahoe, CFA Managing Partner,
Chief Investment Officer -
Elliott Van Ness, CFA Partner & Portfolio Manager,
Director of Research -
Abby Williams Investment Associate
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Jon Michael Morgan, CFA Senior Portfolio Manager
Advisory Team
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Sandy Carlson, CFP, CPA, CDFA Partner & Wealth Advisor,
President -
Rebecca Hoover, CPA Director of Tax & Wealth Advisor
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Lorri Tomlin, FPQP Wealth Advisor
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Ryan Vaudrin, CFP, CDFA Wealth Advisor
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Corey Meyer Operations Manager
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Daniel Hudspeth, CFP Wealth Associate
