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

Cleves R. Delp, ChFC®

Firm Principal

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Brady Fineske, CFP®

President

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Jim Herrick, CFP®

Vice President

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Dick Herrick, ChFC®, CLU®

Wealth Adviser

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Stephanie Smith, CFP®

Director, Wealth Management

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Donald Scott

Director, Estate Planning

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Adele Sobieszczanski

Executive Vice President

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Chris Winters, CRPS®, CPFA

Director, Retirement Plan Services

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Our Adviser Network Offices Across the Country

New York City

Ron Rubin, ChFC®

Managing Director, New York

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Houston

Michael S. Miller

Wealth Adviser

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Steven J. Schwartz, CFP®

Wealth Adviser

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St. Louis

David Sherman

Managing Director, St. Louis

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Winchester

Melanie Marks Hitchen

Wealth Adviser

Ryan Zelaski, CRPS®

Retirement Plan Adviser

Toledo

David Hammack, CPA/PFS

Referral Partner

Aaron Swiggum, CPA/PFS, CFE

Referral Partner

Our Team

Noah Bader

Support Adviser

Kerry Baker

Senior Portfolio Analyst

Nicole Bohland

Administrative Assistant

Robert Bowers

COO/CHRO

Bruce Cartwright

Support Adviser

Ellie Day

Client Service Associate

Vincent Delicata, CFP®

Wealth Adviser

Nikki Dillon

Operations Team Lead

Michelle Fagnant

Support Adviser

David Graf, CRPS®

Retirement Plan Communication Specialist

Chad Kreilick

Portfolio Administration

Tami Kwiatkowski

Business Operations Support

Scott Morgan, CRPS®

Retirement Plan Adviser

Megan O’Dean

Wealth Adviser

Griffin Oehlers

Portfolio Technology Administrator

Kate Poolman

Business Operations Associate

Corey Scarbrough

Portfolio Trader

Tad Sobieszczanski

Wealth Adviser

Angelo Spinazze

Wealth Adviser

Nick Sponseller

Wealth Adviser

Chris Tracey

Chief Compliance Officer

Callie Trosin

Client Service Associate

Lindsay Trosin

Director, Client Operations

Charlotte Wilson

Executive Assistant

Ryan Zelaski, CRPS®

Retirement Plan Adviser