Our Team

Attracting the very best talent and equipping these professionals with world-class resources has consistently been among our firm’s top priorities. We have the privilege of serving a growing and loyal client base that deserves our best each and every day. In turn, our firm has established the highest standards for our team and they have become the core strength of our business model. 

We have patiently recruited individuals who share our values, are highly proficient and are committed to lifelong learning. Our advisors hold specialized qualifications and advanced designations. Moreover, our entire team has a passion for the work we do and the people we serve. 

We are fortunate to have attracted some of the most experienced, credentialed, and committed professionals in the industry. Please click below to become better acquainted with our team.

John E. Chapman

Chief Executive Officer

Chief Investment Officer

John W. Sleeting

Executive Partner

Managing Partner- Family Office Practice

Katie Berganske-Frank

Chief Revenue Officer

Jeffrey P. DeHaan, CFP®

Partner - Senior Wealth Advisor

Al R. Krause

Founding Partner

Heather Larson

Outside Advisor to the Board of Directors

Greg W. Davis, CFP®, CTFA

Partner - Senior Wealth Advisor

James F. Chapman

Senior Wealth Advisor - Chief Innovation Officer

Melissa Dailey-Newman, CDFA®, AWMA®

Wealth Advisor

Tyler J. Beachler, CFA®

Partner - Deputy Chief Investment Strategist

Kevin G. Carani, CRPS®

Director - Retirement Plan Services

Karie M. OConnor, CIMA®, CPFA®, AIFA®, QKA®

Director- Institutional Advisory Services

Wealth Advisor

Valerie N. Hogan, JD, CFP®

Wealth Advisor

Josh M. Beachler, CFP®, AWMA®

Wealth Advisor

Kevin Nolte, CPA, CFP®

Manager of Advanced Planning

Rocky Byrd, CFA®, CIMA®

Senior Portfolio Analyst

Ty Sampson

Manager of Compliance and Operations

Andrea Patterson

Operations Specialist

Liza Alexanian

Administrative Assistant

Jacob M. Clark, AWMA®

Wealth Advisor in Residency

Noah Mule

Portfolio Management Analyst

Braden Maher

Operations Specialist

Hayley Holmes

Communications and Marketing Specialist

Danuta Garb

Assistant Controller | HR Manager

Hunter Sims

Global Wealth Strategist

Conor Durkin

Financial Planner