Our Team

Chris Forte – CIMA®

Managing Partner

Todd Wagenberg – CIMA®

Managing Partner

Dena Soule – IACCP®

Managing Partner and Chief Compliance Officer

Zack Saraf

VP of Operations

Avery Hasenauer – CFP®, AIF®

Senior Financial Consultant

Jeff Petherick – CFA®

Senior Investment Consultant

Adam Rivett – CFPA®, AIF®

Director of Retirement Plan Services

Chris MacKenzie – J.D., CFP®

Senior Investment Consultant

Ryan Essenmacher – CPFA®

Retirement Plan Consultant

Matthew Croissant – J.D.

Senior Financial Consultant

Adam Braatz – CFA®

Director of Investment Research

Jennifer Caringi

Director of Client Relations

Sherry Hanford