Meet Your Team
Scott J. Savage
Founder & CEO*
Kevin Kelly, CFA
President, Chief Compliance Officer*
Jennifer Smiljanich, CFP®
Senior Advisor, Managing Director - Arizona*
Jeff Yost
Managing Director
Meredith Sleet
Executive Assistant
Kirk Ludwig, AIF®
Senior Advisor, Director of Institutional
Investment Management*
Gary Geiger, CLU®, AIF®
Senior Advisor
Andrew Schaetzke, CFP®
Senior Advisor*
Thomas Kelly, CFA
Chief Investment Officer, Senior Advisor*
Lisa Denstorff
Manager of Client Services
Bobby Adusumilli, CFA
Advisor, Compliance Director*
Austin Grizzell, CFP®, CPWA®
Advisor
Katie Cristofoli
Associate Advisor
Katie Floyd
Associate Advisor
Ryan Walter
Client Service Associate
Molly LaClair
Associate Advisor
Jeff Lewis
Associate Advisor
Ryan Stoller
Associate Advisor
Tiffany Wilson
Manager of Human Resources
* Investment Committee Member
If you are interested in joining our Team, please see our Careers page.