Our Team

Our Expertise

Our firm has a highly credentialed staff and is 100% employee owned with over a $1 billion in assets under management.

Partner

Jeremy R. Baier, CFA

Senior Equity Analyst & Portfolio Manager

Alex M. Barenklau

Equity Research Analyst

Brandon A. Cloete, CFP^®

Wealth Advisor & Financial Planning Specialist

Ryan M. Cobb

Chief Operating Officer

Partner

Joseph S. Edelstein, CFA

Senior Equity Analyst

Founding Partner

Frank J. Gambino, CFA

Chief Equity Strategist & Portfolio Manager

Partner

Noel D. Goeddel, CFA

Wealth Advisor

Founding Partner

David A. Hackworthy

Chief Investment Officer & Portfolio Manager

Eric A. Knudson, CFP^®

Financial Planning Specialist

Founding Partner

Joel C. McNeil, CFP^®

Director of Advisory Services, Senior Wealth Advisor & Portfolio Manager

Tony J. Nichols

Director of Trade Operations

Laura A. Richardson

Operations Manager

Founding Partner

Victor E. Rodriguez

Director of Client Engagement

Partner

Thomas M. Simpson

Director of Client Services

Sara S. Trachte

Director of Marketing

Laura E. Tzakis

Senior Client Services Administrator

Rebecca A. Wiegand

Director of Data Management & Reporting

Our Team

Our Expertise

Jeremy R. Baier, CFA

Alex M. Barenklau

Brandon A. Cloete, CFP®

Ryan M. Cobb

Joseph S. Edelstein, CFA

Frank J. Gambino, CFA

Noel D. Goeddel, CFA

David A. Hackworthy

Eric A. Knudson, CFP®

Joel C. McNeil, CFP®

Tony J. Nichols

Laura A. Richardson

Victor E. Rodriguez

Thomas M. Simpson

Sara S. Trachte

Laura E. Tzakis

Rebecca A. Wiegand

Let us help you

Brandon A. Cloete, CFP^®

Eric A. Knudson, CFP^®

Joel C. McNeil, CFP^®