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 | Lead Wealth Strategist

Chris Winters, CRPS<sup>®</sup>

Chris Winters, CRPS®

Director of 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

Dejah Krajcar

Dejah Krajcar

Chief Compliance Officer

Donald Scott

Donald Scott

Director of Estate Planning | Family Wealth Strategist

Jim Herrick, CFP<sup>®</sup>

Jim Herrick, CFP®

Vice President | Family Wealth Strategist

Lindsay Trosin

Lindsay Trosin

Director of Client Operations

Michael S. Miller

Michael S. Miller

Director of Operations, Houston | Family Wealth Adviser

Robert Bowers

Robert Bowers

Chief Operating Officer | Chief Human Resources Officer

Steven J. Schwartz, CFP<sup>®</sup>

Steven J. Schwartz, CFP®

Director, Houston | Family Wealth Strategist

Our Adviser Network Offices Across the Country

David Sherman

David Sherman

Managing Director | St. Louis

Melanie Marks Hitchen

Melanie Marks Hitchen

Wealth Adviser | Winchester

Business Partners

Aaron Swiggum, CPA/PFS, CFE

Aaron Swiggum, CPA/PFS, CFE

Referral Partner | Maumee

David Hammack, CPA/PFS

David Hammack, CPA/PFS

Referral Partner | Maumee

Ron Rubin, ChFC<sup>®</sup>

Ron Rubin, ChFC®

Referral Partner | New York City

Our Team

Angelo Spinazze

Angelo Spinazze

Family Wealth Adviser

Bailey Floyd

Bailey Floyd

Administrative Support

Bruce Cartwright

Bruce Cartwright

Family Wealth Adviser

Callie Trosin

Callie Trosin

Client Experience Coordinator

Caroline Hoffman

Caroline Hoffman

Client Operations Coordinator

Carson Zwillinger

Carson Zwillinger

Family Wealth Associate

Chad Kreilick

Chad Kreilick

Trading and Portfolio Administrator

Charlotte Wilson

Charlotte Wilson

Executive Assistant to Brady Fineske, CFP®

David S. Graf, CRPS<sup>®</sup>

David S. Graf, CRPS®

Retirement Plan Adviser

Dawson Horning

Dawson Horning

Family Wealth Associate

Denise Brock

Denise Brock

Executive Assistant to Steven J. Schwartz, CFP®

Ellie Miller

Ellie Miller

Client Experience Coordinator

Jack Cordes

Jack Cordes

Family Wealth Adviser

Jake Gardner

Jake Gardner

Family Wealth Adviser

Joanna Serra

Joanna Serra

Assistant to Steven J. Schwartz, CFP®

Kate Poolman

Kate Poolman

Client Experience Coordinator

Katelin Budge

Katelin Budge

Client Experience Coordinator

Kelly Holck

Kelly Holck

Client Operations Coordinator

Kerry Baker

Kerry Baker

Director of Investment Policy and Portfolio Administration

Matthew Schwartz

Matthew Schwartz

Family Wealth Adviser

Megan O’Dean

Megan O’Dean

Family Wealth Adviser

Melissa Martin

Melissa Martin

Administrative Support

Michelle Fagnant

Michelle Fagnant

Client Experience Coordinator

Mike Lynch

Mike Lynch

Trading and Portfolio Administrator

Nick Sponseller

Nick Sponseller

Family Wealth Adviser

Nicole Bohland

Nicole Bohland

Client Operations Coordinator | Retirement Plan Associate

Nikki Dillon

Nikki Dillon

Client Operations Team Lead | Client Experience Coordinator

Sarah Sherwin

Sarah Sherwin

Family Wealth Adviser

Scott Morgan, CRPS<sup>®</sup>

Scott Morgan, CRPS®

Retirement Plan Adviser

Stephanie Smith, CFP<sup>®</sup>

Stephanie Smith, CFP®

Family Wealth Strategist

Tad Sobieszczanski, CFP<sup>®</sup>

Tad Sobieszczanski, CFP®

Family Wealth Adviser

Tami Kwiatkowski

Tami Kwiatkowski

Executive Assistant to Jim Herrick, CFP®

Taylor Carpenter

Taylor Carpenter

Client Experience Coordinator

Zowe Hamizadeh

Zowe Hamizadeh

Compliance Associate