James F. Chapman
Executive Director CCF, Wealth Advisor, Chief Innovation Officer
John Chapman
Chief Executive Officer
John Sleeting
Executive Partner
Al Krause
Founding Partner
Katie Berganske-Frank
Chief Revenue Officer
Kevin G. Carani, CRPS®
Director - Retirement Plan Services
Greg W. Davis, CFP®, CFTA
Partner - Senior Wealth Advisor
Melissa Dailey-Newman
Wealth Advisor