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Leadership Team

Joe Weaver
Joe Weaver, CFP®
President
 
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Rick Biddison
Rick Biddison
Senior Portfolio Manager
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Gentry Byrnes
Gentry Barnett Byrnes
Chief Fiduciary Officer
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Nicole Hisler
Senior Vice President, Director of Charitable Solutions
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Chris Holder
Chris Holder
Chief Operations Officer
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Andrew Krempp
Andrew Krempp, J.D., MBA, CTFA, CCTS
Senior Vice President, Director of Business Development
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Ashley Mackendrick
Ashley MacKendrick, CPA
Chief Financial Officer
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Alan Stegeman
Alan Stegeman
Chief Compliance Officer
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