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Meet Our Team
Alyssa Do
Executive Director,
Wealth Planning
Wealth Planning
Brennan McCormack, CFA®
Associate,
Client Advisory
Client Advisory
Cassandra Puhalla, CFA®
Senior Associate,
Client Advisory
Client Advisory
Cassidy Steck
Senior Associate,
Client Advisory
Client Advisory
Charlie Olson, CPA
Executive Director,
Wealth Planning
Wealth Planning
Christine Basler
Director,
Client Advisory
Client Advisory
Daniel Barton
Director,
Client Advisory
Client Advisory
Daniel Rothery
Director,
Client Advisory
Client Advisory
Eleanor Lindsey
Director,
Wealth Planning
Wealth Planning
Eliza Leach
Managing Director,
Client Advisory
Client Advisory
Emily Mears
Managing Director,
Client Advisory
Client Advisory
Eric Kramer
Managing Partner,
CEO & CIO
CEO & CIO
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