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Our Team
Alecia M. Bronder, MBA, SIE®
Client Service Administrator
Anne M. Stalter, CPA, SIE®
Director of Finance
Blake W. Curle, CFA, CFP®
Advisor, Partner
Brian R. Franklin
Director of Client Service, Partner
Chad E. Hileman, CFA, CFP®
Director of Investment Research, Partner
Dana L. Sergeant
Client Service Administrator
Debra A. Regec
Records Administrator
Eric L. DeMico, CFA, CFP®
Senior Advisor, Partner
Jonathan J. Grebosky, CFA, CFP®
Associate
Michael Reinert
Senior Client Service Administrator
Nora H. Duncan, SHRM-CP®
Business Operations Associate
Roger C. Gibson, CFA
Founding Partner
Thomas J. Lindgren, AIF®
Client Service Team Leader
Timothy S. Matvey
Analyst