Our team brings significant experience in investment management and financial planning. Each member contributes specific knowledge while sharing our commitment to client service and professional standards.
“We want to know all about you and your goals to better understand how we can help you.”
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Robert Hofmann, CFP®
President – Head of Financial Planning
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Paulette Greenwell, MBA, CFA®
Vice President – Chief Compliance Officer
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Mark Frombach, MBA, CFA®
Chief Investment Officer
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Ryan Crooks, MBA
Senior Investment Manager & Head of Fixed Income
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Susan Arnold
Senior Investment Manager
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Lori Hartman, MBA
Senior Investment Manager
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Jeff Moyers, MBA, CFP®
Senior Investment Manager
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Kevin Cooke, MBA, CFP®
Senior Investment Manager
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Gerard Guertin
Investment Manager
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Earl Miller, MBA
Investment Manager
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Andrew D’Amico, MBA, CFA®
Investment Manager
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Peter Gaertner, MBA, CFP®
Investment Manager
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Robert Riegen, MBA, CFP®
Investment Manager
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David Gradzki, MBA, CFP®
Investment Manager
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RaRa Souriyamath
Administrative Assistant
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Mary Pietrafitta
Operations Associate
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Jennifer Tinney
Operations Manager
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Grace Newton
Operations Associate
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Cole Hofmann
Associate Investment Manager
