Meet Your Team

 

Scott J. Savage
Founder & CEO*

Kevin Kelly, CFA
President, Chief Compliance Officer*

Jennifer Smiljanich, CFP®
Senior Advisor, Managing Director - Arizona*

Jeff Yost
Managing Director

Meredith Sleet
Executive Assistant

Kirk Ludwig, AIF®
Senior Advisor, Director of Institutional
Investment Management*

Andrew Schaetzke, CFP®
Senior Advisor*

Thomas Kelly, CFA
Chief Investment Officer, Senior Advisor*

Lisa Denstorff
Manager of Client Services

Bobby Adusumilli, CFA
Investment / Compliance Associate*

Katie Cristofoli
Client Service Associate

Ryan Walter
Client Service Associate

Molly LaClair
Associate Advisor

Jeff Lewis
Associate Advisor

Ryan Stoller
Associate Advisor

Tiffany Wilson
Manager of Human Resources

* Investment Committee Member

If you are interested in joining our Team, please see our Careers page.