Our People
Lisa Graham, CFP®
Assistant Vice President
John Green
Associate, Data Operations
Rachel Greene, FPQP™
Senior Client Service Associate
Wes Gretkowski
Senior Associate, Onboarding Specialist
James Griesser, CFP®, AIF®
Managing Director
Kirstin Griffin, AIF®, FPQP™, CRPC®
Vice President
Julie Grove
Assistant Vice President, Client Service
Rob Gryboski
Vice President
Rachel Haberman, CFP®
Assistant Vice President
Annie Hall
Assistant Vice President, Client Service
Sarah Hannibal, CFA®, CPA (inactive), MBA
Managing Director
Holly Happ
Client Service Associate
Casey Hardy
Vice President
Gail Harris, CFP®, CIMA®, CExP™
Senior Vice President
Razi Hecht, CFP®
Senior Vice President
Tierney Henderson, CFP®
Senior Advisor Associate