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
Katie Floyd
Associate Advisor
Austin Grizzell, CFP®, CPWA®
Associate Advisor
Bobby Adusumilli, CFA
Investment / Compliance Associate*
Katie Cristofoli
Client Service Associate
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.