Our Wealth Advisors

Our financial advisory team revels in using their breadth of experience and ongoing education to tailor their recommendations specifically to your needs.

Sheryl Stephens

President/CEO
Lead Wealth Advisor

Jill Carr

CPA, CFP®, CEPA®, CPFA®
Senior Wealth Advisor

Jason Guenther

CFP®, CEPA®
Chief Investment Officer
Senior Wealth Advisor

Victoria 'Tori' Boswell

CIMA®
Wealth Advisor

Tyler Stephens

Wealth Advisor

Jessie Schlanderer

Portfolio Implementation Lead
Wealth Advisor

Our Client Service & Operations Team

Our talented and adept Service & Operations Team delivers exceptional responsiveness, accessibility, and follow-through.

Kari Harber

FPQP®
Client Service Lead

Bernadette Rainer

Senior Client Relationship Associate
401(k) Program Manager

Alice Wagener

Client Relationship Associate

Charlie Bruckman

Client Relationship Associate
Investment Analyst

Kimberly Waldman

Chief Operating Officer

Chandler Fish

Office Manager
Compliance Analyst

Stan Seybold

Marketing Director