Your Team

From Our Family To Yours

The best companies are made up of those who are passionate and enjoy coming to work each and every day. For us, that reason is to help families be families. Through our commitment to an exceptional client experience, and first-class service, we believe what drives us will help your family be stronger, closer, and wiser as you move towards your long-term financial goals.

Here is what we love most about helping families. We enjoy:

  • Listening and understanding each client’s family dynamic
  • Aiming to deliver a unique investment experience
  • Solving problems with solutions designed to last generations
  • Establishing lifelong clients
  • Striving to provide a path towards financial peace of mind

Welcome to your team.


Leadership Team


Our Adviser Network Offices Across the Country

New York City

Houston

St. Louis

David Sherman

President - TDC St. Louis

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Winchester

Toledo


Our Team

Kerry Baker

Senior Portfolio Analyst

Nicole Bohland

Administrative Assistant

Robert Bowers

Director, Business Operations

Katie Bylow

Business Operations Support

Bruce Cartwright

Compliance Associate

Vincent Delicata

Wealth Adviser

Nikki Dillon

Operations Team Lead

Michelle Fagnant

Support Adviser

David Graf

Retirement Plan Communication Specialist

Chad Kreilick

Portfolio Administration

Andrew Leonard

Wealth Adviser

Scott Morgan

Retirement Plan Adviser

Megan O’Dean

Wealth Adviser

Griffin Oehlers

Portfolio Technology Administrator

Kathryn Perrier

Support Adviser

Kate Poolman

Client Service Associate

Patrick Reed

Wealth Adviser

Laura Rerucha

Director, Client Experience and Strategic Initiatives

Tad Sobieszczanski

Wealth Adviser

Angelo Spinazze

Support Adviser

Nick Sponseller

Support Adviser

Chris Tracey

Chief Compliance Officer

Callie Trosin

Client Service Associate

Lindsay Trosin

Director, Client Operations

Charlotte Wilson

Administrative Assistant

Ryan Zelaski, CRPS®

Retirement Plan Adviser