Your Team

Founder & President

Harry Keller

CFP®, ChFC, CLU, MBA
CEO & Senior Financial Advisor

Jared Keller

CFP®
President & Senior Financial Advisor

Financial Advisors

Carolyn Choh

MBA
Senior Financial Advisor

Thomas Malkoch

CFP®
Senior Financial Advisor

Fred Shocket

CFP®
Senior Financial Advisor

Victor Deane

Financial Advisor

Patrick Hynes

Financial Advisor

David Jwanier

Financial Advisor

Client Services

David Teufel

Head of Client Services

Andrew Kriebel

Supervisor of Client Services

Rebecca Winnington

Supervisor of Client Services

Brian Cooper

Senior Client Service Associate

Kate Assiran

Senior Client Service Associate

Nick Swetkowski

Senior Client Service Associate

Ryan Baile

Senior Client Service Associate

Connor Rice

Client Service Associate

Derrick Walter

Client Service Associate

Paige Totten

Client Service Associate

Operations

Kelly Harvey

HR Operations Manager

Courtney Skolka

Marketing & Design Manager

Crystal Blanton

Executive Assistant and Office Manager

Rachel Zove

Office Manager

Investments

Ryan Detrick

CMT®
Chief Market Strategist

Jessica Golson

CIPM
Senior Vice President, Investments and Trading

Sonu Varghese

Ph.D.
Vice President, Global Macro Strategist

Mike Lawrence

CFA®
Portfolio Manager

Grant Engelbart

CFA®, CAIA®
Vice President, Investment Strategist

Barry Gilbert

CFA®, Ph.D.
Vice President, Asset Allocation Strategist

Research Department

Drew Reisdorff

Senior Trader

Kevin Zlomke

Director of Trading

Todd Knott

Senior Trader

Kaleigh Sanders

Specialist, Trade Operations

Jordan Pieper

Trading Specialist

Advanced Solutions Team

Debra Taylor

CPA/PFS™, JD, CDFA®
Managing Partner and Chief Tax Strategist

Matt Lewis

CLU®, CLTC®
Vice President, Insurance

Scott Berryman

Director, Trust Solutions

Patrick Carter

CPA
Senior Tax Planner

Beth Schanou

JD
Senior Wealth Planner

Michael Barczak

CFA
VP, Retirement Plans - Investments

Tom Fridrich

JD, CLU, ChFC®
Senior Wealth Planner

Jon Fuller

Manager, Brokerage Solutions

Jody Jackson

Coordinator, AST

Josh Ream

Sr. Specialist, Internal Insurance

Michael Gruidel

CFP®
Wealth Planner

Ryan Egolf

EA
Senior Tax Planner

Tom Mullen

Senior Tax Planner