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