Our People
Grant Ruder, CFP®
Managing Director
Amy Ruehlmann
Single Family Office Senior Client Associate
Kelly Ruh
Marketing & Growth Manager – Central
Anthony Sainclair
Advisor Associate
Tom Sand
Associate, Finance
Marie Santangelo
Vice President, Client Service Manager
Michael J. Santo
Managing Director
Mike Sbrocco
Managing Director, West Region Leader
Charles Scarallo, CFP®, CPA
Managing Director
Jonah Schachtel
Client Service Associate
Katharine Schelhorn, CFP®
Senior Vice President
Karenna Schneider
Client Service Associate
Sheila Schroeder
Consultant, Regional Head of Business Development
Bill Schwartz, CPA, CFP®
Managing Director
Jake Scott, CFP®
Assistant Vice President
Garrett Scranton, CFP®
Senior Advisor Associate