OUR TEAM

OUR TEAM

Jason Brown

Founder and CEO

Eric Knauss

President and CIO

Ryan Laughon

President

Cheryl Ackerman

CFO

Molly Herendeen

COO

Marissa Frizzell

VP Client Experience

Patrick Keane

Business Development Director

Dave Rankin

Director of Advisor Development

Jonathan Bradley

Relationship Manager

Paul Francis

Relationship Manager

Melissa Gallagher

CSCP

Jack Linke

Junior Investment Analyst