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Advisors

Anthony Cecchini

Principal/CEO
Anthony Cecchini

Jason O'Hallen

Principal/President
Jason O’Hallen

William Waight

Principal
William Waight

William German

Principal/CIO
Bill German

Oscar Cantu headshot

Principal/Chief Client Sols Officer
Oscar Cantu

Eric Berkowitz headshot

Principal
Eric Berkowitz

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Principal
John Bollweg

William Dever

Principal
William Dever

Eric Faust

Principal
Erik Faust


Jaclyn Garcia headshot

Principal
Jaclyn Garcia


Matthew Grubb

Principal
Matthew Grubb

Tony Kozaili headshot

Principal
Tony Kozaili

Justin Leach

Principal
Justin Lesch

<h4>Title</h4><br /><strong>Persons Name</strong><br />Joined 2014

Principal
Brett Ludwig

David Morgan

Principal
David Morgan

Aaron Niec headshot

Principal
Aaron Niec

Michelle Rozsypal

Principal
Michelle Rozsypal

Tim Stringer headshot

Principal
Tim Stringer

Brian Van Buren

Principal/Director FAS
Brian VanBuren

<h4>Title</h4><br /><strong>Persons Name</strong><br />Joined 2014

Principal
Marcus Velasco

Melissa Walsh

Principal/VP of Finance/Treasurer
Melissa Walsh

John White headshot

Principal
John White

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Advisor
Aaron Ahlstrom

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Advisor
Will Alexander

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Advisor
Michael Bellah

Meggan Carroll headshot

Advisor
Meggan Carroll

<h4>Title</h4><br /><strong>Persons Name</strong><br />Joined 2014

Advisor
Chloe Fakhouri

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Advisor
Kirk Hackbarth

John Karavouzis headsot

Advisor
John Karavouzis

TitleTitle<br />Persons Name<br />Joined 2014

Advisor
Josh Kowalczyk

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Advisor
Bobby Lively

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Advisor
Christy Pedersen

Kevin Ryan Advisor headshot

Advisor
Kevin Ryan

Ryan Sherman headshot

Advisor
Ryan Sherman

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Advisor
Matt Sorenson

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Advisor
Jake Stanczyk