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

Adele Sobieszczanski

Adele Sobieszczanski

Executive Vice President | Family Wealth Strategist

Brady Fineske, CFP<sup>®</sup>

Brady Fineske, CFP®

President | Family Wealth Strategist

Chris Winters, CRPS<sup>®</sup>

Chris Winters, CRPS®

Director, Retirement Plan Services | Retirement Plan Strategist

Christopher E. Erblich

Christopher E. Erblich

Principal | Family Wealth Strategist

Cleves R. Delp, ChFC<sup>®</sup>

Cleves R. Delp, ChFC®

Principal, Manager | Family Wealth Strategist

Dick Herrick, ChFC<sup>®</sup>, CLU<sup>®</sup>

Dick Herrick, ChFC®, CLU®

Family Wealth Strategist

Donald Scott

Donald Scott

Director, Estate Planning | Family Wealth Strategist

Jim Herrick, CFP<sup>®</sup>

Jim Herrick, CFP®

Vice President | Family Wealth Strategist

Michael S. Miller

Michael S. Miller

Director of Operations, Houston | Family Wealth Adviser

Stephanie Smith, CFP<sup>®</sup>

Stephanie Smith, CFP®

Family Wealth Strategist

Steven J. Schwartz, CFP<sup>®</sup>

Steven J. Schwartz, CFP®

Director, Houston | Family Wealth Strategist

Our Adviser Network Offices Across the Country

New York City
Ron Rubin, ChFC<sup>®</sup>

Ron Rubin, ChFC®

Referral Partner

St. Louis
David Sherman

David Sherman

Managing Director, St. Louis

Winchester
Melanie Marks Hitchen

Melanie Marks Hitchen

Wealth Adviser

Ryan Zelaski, CRPS<sup>®</sup>

Ryan Zelaski, CRPS®

Retirement Plan Adviser

Toledo
Aaron Swiggum, CPA/PFS, CFE

Aaron Swiggum, CPA/PFS, CFE

Referral Partner

David Hammack, CPA/PFS

David Hammack, CPA/PFS

Referral Partner

Our Team

Angelo Spinazze

Family Wealth Adviser

Bruce Cartwright

Family Wealth Adviser

Callie Trosin

Client Operations Coordinator

Chad Kreilick

Portfolio Administrator

Charlotte Wilson

Executive Assistant to Brady Fineske

Corey Scarbrough

Portfolio Trader

David S. Graf, CRPS®

Retirement Plan Adviser

Dejah Krajcar

Chief Compliance Officer

Denise Brock

Executive Assistant to Steven J. Schwartz, CFP®

Ellie Miller

Client Operations Coordinator

Griffin Oehlers

Director of Innovation and Technology

Jack Cordes

Family Wealth Adviser

Jake Gardner

Family Wealth Adviser

Jesse Adams

Family Wealth Adviser

Joanna Serra

Assistant to Steven J. Schwartz, CFP®

Kate Poolman

Family Wealth Associate & Operations Coordinator

Katelin Budge

Client Experience Coordinator

Kelly Holck

Client Experience Coordinator

Kerry Baker

Director of Portfolio and Compliance Administration

Lindsay Trosin

Director, Client Operations

Matthew Schwartz

Family Wealth Adviser

Megan O’Dean

Family Wealth Adviser

Michelle Fagnant

Family Wealth Associate

Nick Sponseller

Family Wealth Adviser

Nicole Bohland

Retirement Plan Associate

Nikki Dillon

Client Operations Team Lead

Noah Bader

Senior Financial Planning and Business Analyst

Robert Bowers

COO/CHRO

Ryan Zelaski, CRPS®

Retirement Plan Adviser

Sarah Sherwin

Family Wealth Adviser

Scott Morgan, CRPS®

Retirement Plan Adviser

Tad Sobieszczanski, CFP®

Family Wealth Adviser

Tami Kwiatkowski

Executive Assistant to Jim Herrick