Our People
Callie Smothers
Office Coordinator
Benjamin Snediker
Advisor Associate
Gary Sobelman
Managing Director
Nataly Sogoloff
Chief People Officer
Troy Solland
Vice President, Advisory Technology
Howard Sontag
Managing Director
Eric Sontag, CFA®
President
Carter Spicer
Client Service Associate
Mary Stammers, FPQP™
Senior Client Service Associate
Martha Staniford
Managing Director
Taylor Stathis, CFP®
Senior Vice President
Marnie Steigman
Executive Assistant
Karl Stiegmann, CFP®
Assistant Vice President
Bryan Stretton, CFP®
Vice President
Paul Sturm
Director, IT
Karla Sturmfels, FPQP™
Assistant Vice President, Client Service Manager