Our Team
Investment Committee
Chris G. Griesedieck, CFP®
Sr. Wealth Advisor & Managing Director
Joined the Firm in 1999
John M. Johnson, CFP®
Sr. Wealth Advisor & Managing Director
Joined the Firm in 1991
William C. Stude III, CFP®
Sr. Wealth Advisor & Managing Director
Joined the Firm in 1996
Jonathan A. Best, CFA, CFP®
Sr. Wealth Advisor & Managing Director
Joined the Firm in 2002
Bryan L. Schulz, CFP®
Sr. Wealth Advisor & Managing Director
Joined the Firm in 2001
Joseph P. Bonastia, CFA, CFP®
Wealth Advisor
Joined the Firm in 2016
Krystal M. Hill, CFP®
Wealth Advisor
Joined the Firm in 2011
Alex B. Dirksen, CFP®
Analyst
Joined the Firm in 2022
Administrative Team
Tammy L. Arnold
Sr. Client Operations Administrator & Office Manager
Joined the Firm in 1999
Debbie L. Latorre
Client Service Administrator
Joined the Firm in 2017
Denise M. Suria
Sr. Portfolio Administrator
Joined the Firm in 1988