Our Team

Team Members In

Advisory Team

Chris Rule

CFP®

Vice President, Wealth Advisor

Alex Rupert

CFP®

Senior Director, Wealth Advisor

Dan Russler

Senior Vice President, Wealth Advisor

Gabriel Sauvinsky

CRPC®

Associate, Associate Wealth Advisor

Dave Sayers

CFP®, CDFA®, MBA

Vice President, Associate Advisor Group Lead

Matthew Schmidt

CFA®

Senior Director, Wealth Advisor

Janelle Schrupp

J.D.

Vice President, Estate Planning Lead

Parker Schultz

Associate, Wealth Management Analyst

Brandon Schwab

MBA, AWMA, CPWA

Senior Director, Wealth Advisor

Kirill Semenov

CFP®

Senior Director, Wealth Advisor

Kathryn Senn

CFP®

Director, Wealth Advisor

Selene Serkland

CFP®

Senior Director, Wealth Advisor

Danielle Serlin

CFP®, CRPC®

Director, Wealth Advisor

Christian Seybert

CFP®

Associate Director, Wealth Advisor

Larry Shetler

CFP®

Vice President, Advisor Group Lead