OUR TEAM

OUR TEAM

Jason Brown 

Founder and CEO

Eric Knauss

President and CIO

Cheryl Ackerman

 CFO

John Krasich

 VP Technology

Marissa Frizzell

 VP Client Experience

Molly Herendeen

 VP Operations

Luke Collins

 Business Development Director

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

 

Gage Jones

 Junior Software Developer