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®

Principal, Manager | Family Wealth Strategist

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Brady Fineske, CFP®

President | Family Wealth Strategist

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Jim Herrick, CFP®

Vice President | Family Wealth Strategist

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Dick Herrick, ChFC®, CLU®

Family Wealth Strategist

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Stephanie Smith, CFP®

Family Wealth Strategist

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Donald Scott

Director, Estate Planning | Family Wealth Strategist

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Adele Sobieszczanski

Executive Vice President | Family Wealth Strategist

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Chris Winters, CRPS®

Director, Retirement Plan Services | Retirement Plan Strategist

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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

Family Wealth Associate

Kerry Baker

Director of Portfolio and Compliance Administration

Nicole Bohland

Retirement Plan Associate

Robert Bowers

COO/CHRO

Bruce Cartwright

Family Wealth Adviser

Ellie Miller

Client Operations Associate

Sarah Sherwin

Family Wealth Adviser

Nikki Dillon

Client Operations Team Lead

Michelle Fagnant

Family Wealth Associate

David S. Graf, CRPS®

Retirement Plan Adviser

Chad Kreilick

Portfolio Administrator

Jake Gardner

Family Wealth Adviser

Scott Morgan, CRPS®

Retirement Plan Adviser

Megan O’Dean

Family Wealth Adviser

Griffin Oehlers

Director of Innovation and Technology

Kate Poolman

Business Operations Associate

Chaz Price, CFP®

Family Wealth Adviser

Tad Sobieszczanski, CFP®

Family Wealth Adviser

Angelo Spinazze

Family Wealth Adviser

Kelly Holck

Business Operations Associate

Chris Tracey

Chief Compliance Officer

Callie Trosin

Client Operations Associate

Lindsay Trosin

Director, Client Operations

Charlotte Wilson

Executive Assistant to Brady Fineske

Ryan Zelaski, CRPS®

Retirement Plan Adviser

Corey Scarbrough

Portfolio Trader

Tami Kwiatkowski

Executive Assistant to Jim Herrick

Chris Roditis

Family Wealth Adviser

Nick Sponseller

Family Wealth Adviser

Katelin Budge

Business Operations Associate

Samantha Thomas

Client Operations Associate

Dejah Krajcar

Director of Compliance

Jesse Adams

Family Wealth Associate

Jack Cordes

Family Wealth Associate