Our business is comprised of friendly and informed Advisors who maintain high levels of integrity, ethics, and objectivity.
- Executive Team
- Wealth Advisory Services
- Institutional Advisory Services
- Investment Operations
- Client Service And Business Operations
Executive Team
Kenneth R. Heck
Chief Financial Officer
David M. Heck, CIMA®, AIF®
Chief Operating Officer
Derek Bartle
Managing Director
Wealth Advisory Services
John P. Reinthaler, AAMS®
Wealth Advisor
Senior Director
Martin A. Owens, CFA, CFP®
Wealth Advisor and Financial Planning Specialist
Director
Jacob D. Klaus, J.D., CFP®
Trust and Estate Specialist
Director
Olivia H. Stoll, CFP®, ChFC®
Wealth Advisor and Financial Planning Specialist
Senior Associate
Samuel J. Brettingen, CFP®
Steven M. Reiss, CPA, CFP®
Wealth Advisor
Tax and Financial Planning Specialist
Senior Associate
Todd L. Manteufel, Jr.
Wealth Advisor and Financial Planning
Associate
Institutional Advisory Services
John R. Moore, CFA
Institutional and Corporate Advisor
Director
Connor J. Showalter, CFA
Retirement and Institutional Advisor
Associate Director
Matthew Schulz, CFA
Investment Analyst
Associate Director
Samuel J. Rufer
Jack Wasserman
Investment Operations
Pamela P. Bishop, CIPM
Investment Operations Officer
Senior Director
Benjamin C. Opsal, CFA
Trading and Investment Management
Associate Director
Cora A. Eckrich
Investment Operations
Associate
Client Service And Business Operations
Donna M. Blamberg, IACCP®
Chief Compliance Officer
Senior Director
Stevie L. Radzinski
Executive Client Service
Director
Otona R. Lavender
Executive Client Service
Associate Director
Dawn M. Laning, CFIRS®
Trust and Estate Administration / Compliance
Associate Director
Effie V. Frank
Client Service / Office Administrator
Senior Associate
Jill F. Paul, CES™
Trust and Estate Administrator / Investment Operations
Senior Associate
Marcy A. Cook
Office Administrator
Senior Associate
Abigail E. Edmonds
Client Service and Marketing
Senior Associate
Jessi M. Dombeck
Client Service
Associate
Taylor L. Hoffrichter
Client Service
Associate
Kendra M. Glebke
Client Service
Associate