Your Financial Planning Team

Marc S. Schliefer

CFP®, RICP®

President and Financial Planner

Arlene Schliefer

Corporate Secretary/Treasurer

Hunter Hart

CFP®, ChFC®

Financial Planner

Farahnaz Paksima

Operations Manager

Jennifer Park

Operations Associate

Eugene Daniller

Registered Representative

Client Services Associate

Patrick Carter

CPA

Private Client Planning Manager

Sarah Duey

JD, CTFA, CAPⓇ

Vice President, Trust Services

Jamie Hopkins

ESQ., MBA, CFP®, LLM, CLU®, ChFC®, RICP®

Director of Retirement Research

Brett Murray

Wealth Planning Administrator

Chris Oppliger

CPA

Director of Tax Planning

Mark Petersen

CPA, CFP®

Vice President, Affluent Wealth Planning

Beth Schanou

JD

Director of Wealth and Estate Planning

Krista Thompson

Senior Wealth Planner

Russ Van Belle

Insurance Specialist

Erin Wood

CFP®, CRPC®, FBS®

Vice President, Wealth Planning

Ryan Yamada

Planner

Saumen Chattopadhyay

CFA®, CPA, FCA

Senior Vice President, Investment Platform

Brett Carson

CFA®

Director of Research

Alex Blankenburg

Associate Trader

Jake Bleicher

CFA®

Equity Analyst

Kellie L. Duffy

Senior Trader, Registered Rep.

Jeff Harris

Mergers & Acquisitions Analyst

Todd Knott

Senior Institutional Trader

Jordan Pieper

Trading Specialist

Drew Reisdorff

Senior Trader

Kaleigh Sanders

Trading Operations Analyst

Matthew (Matt) Smith

Senior Trader

Kevin Zlomke

Director of Trading

Alyssa Zuck

Trading Specialist, Registered Rep.

Saumen Chattopadhyay

CFA®, CPA, FCA

Senior Vice President, Investment Platform

Scott Kubie

CFA®

Senior Investment Strategist

Jessica Golson

CIPM

Director of Platform Operations

Rick Jaster

CFA®

Director, Systematic Equities

Nick Joyner

Senior Investment Analyst

Patrick Sittner

Portfolio Strategist