OUR TEAM OUR TEAM Jason Brown Founder and CEO Eric KnaussPresident 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