Our Team
Executive Management Team
Joe Keifer
Managing Partner & Co-Founder
Gregory Shoemaker
Principal & Co-Founder
Dean Millonas
Director of Business Development
Patrick Lodes
Managing Director - Recruiting
Karen Torrence
Chief Operations Officer
Dave Kaplan
Compliance Analyst
Chris Swenson CFP®
Managing Director - Recruiting
Don Aulbert
Director of Wealth Enhancement Strategies
Compliance Team
Gregory Shoemaker
Principal & Co-Founder
Thomas Gooden
Chief Compliance Officer
Dave Kaplan
Compliance Analyst
Kim Nellesen
Compliance Specialist
Investment Team
Liyin Bao, CFA
Portfolio Manager & LPL Operations Manager
Khurram Naveed
Senior Analyst & LPL Operations Manager
Regina Crook
Client Services Associate
Operations Team
Marsha Blake
Client Services Specialist
Alaina Budnick
Client Services Specialist
Regina Conger
Client Services Manager
Brandi Durell
Client Services Manager
Leslie Garrison
Marketing & Communications
John McClain
Technology Manager
Diane Wattler
Director of First Impressions
Transitions Team
Janet Mueller
Transitions Specialist
Michele Touchette
Transitions Specialist
Marsha Blake
Client Services Specialist
Alaina Budnick
Client Services Specialist
Regina Conger
Client Services Manager
Brandi Durell
Client Services Manager
Leslie Garrison
Marketing & Communications
John McClain
Technology Manager
Dean Millonas
Director of Business Development
Karen Torrence
Chief Operations Officer