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About
Leadership
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Timothy B. Clepper
Managing Partner
Kelly M. Kuennen
Managing Director, CFP®
Cameron S. Miele
Managing Director, CPFA™
Michael "Max" Schindler
Director, CPFA™, CRPC®
Patrick A. Justice
Director, CFP®️
Michelle M. Schwab
Chief Compliance Officer, FLMI, AIRC, ACS
Paul A. Martin
Chief Financial Officer, CPA, MBA
Brett D. Baskin
Senior Vice President, CFP®
Dave Jakubowski
Senior Vice President
Christopher G. Ameen Sr.
Vice President, CPFA™, CRPC®
John L. Dugan II
Vice President
Kelly M. Orris
Associate Advisor
Colleen E. Shafer
Senior Executive Assistant
