Employee Directory

Amanda Ferrell

Chief Compliance Officer

Anna K. Pfaehler

Anna K. Pfaehler, CFP®

Director of Financial Planning

Cheryl Campbell

Cheryl Campbell

Chief Marketing & Brand Officer

David I. Templeton

David I. Templeton, CFA

Portfolio Manager & Principal

Diana L. Small

Diana L. Small, SPHR

Vice President of Human Resources

Greg Kroeger

Director of Information Technologies

Lisa Marek

Client Services & Operations Associate

Mark A. Bennett

Mark A. Bennett, CFA

Portfolio Manager & Principal

Matthew Antenucci, CFA

Matthew Antenucci, CFA

Portfolio Manager

Matthew Woebkenberg

Matthew Woebkenberg

Investment Associate

Nicholas C Reilly

Nicholas C. Reilly

President & Principal

Terence L Horan

Terence L Horan, CLU, ChFC

Todd Poellein

Todd Poellein, CFA

Senior Portfolio Manager