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George GayGeorge R. Gay, CFP, AIF
Chief Executive Officer
 Steve SchuethSteven J. Schueth
 President
Chief Marketing Officer 		Kathy SutherlandKathleen J. Sutherland
Vice President
Director of Operations
Chief Compliance Officer
R. Kevin O'KeefeR Kevin O'Keefe, CFP, CIMA, AIF
Chief Investment Officer		 Johann KlaassenJohann A. Klaassen, PhD, AIF
Vice President of Managed Account Programs		 Danielle BurnsDanielle Burns, MBA, AIF
Business Development Consultant
CFP® is a certification mark owned by the Certified Financial Planner Board of Standards, Inc. This mark is awarded to individuals who successfully complete the CFP Board's initial and ongoing certification requirements. AIF® Designation marks owned by the Center for Fiduciary Studies (Center). These marks are awarded to individuals who successfully complete the Center’s initial and ongoing accreditation requirements.		  
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