Your Team

Founder & President

Harry Keller

CFP®, ChFC, CLU, MBA
CEO & Senior Wealth Advisor

Jared Keller

CFP®
President & Senior Wealth Advisor

Wealth Advisors

Carolyn Choh

MBA
Senior Wealth Advisor

Thomas Malkoch

CFP®
Senior Wealth Advisor

Fred Shocket

CFP®
Senior Wealth Advisor

Victor Deane

Wealth Advisor

Patrick Hynes

Wealth Advisor

David Jwanier

Wealth Advisor

Client Services

David Teufel

Head of Client Services

Rebecca Winnington

Supervisor of Client Services

Brian Cooper

Senior Client Service Associate

Kate Assiran

Senior Client Service Associate

Nick Swetkowski

Senior Client Service Associate

Ryan Baile

Senior Client Service Associate

Connor Rice

Senior Client Service Associate

Paige Totten

Senior Client Service Associate

Kelley Whitehead

Client Service Associate

Operations

Kelly Harvey

MBA
HR Operations Manager

Courtney Skolka

Marketing & Design Manager

Crystal Blanton

Executive Assistant and Office Manager

Rachel Zove

Office Manager

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Sr. Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner