Meet Your Team
Scott J. Savage
Founder & CEO*
Kevin Kelly, CFA
President, Chief Compliance Officer*
Jennifer Smiljanich, CFP®
Managing Director, Senior Advisor - Arizona*
Jeff Yost
Managing Director, Client Services Director
Thomas Kelly, CFA
Chief Investment Officer, Senior Advisor*
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*
Bobby Adusumilli, CFA
Advisor, Compliance Director*
Austin Grizzell, CFP®, CPWA®
Advisor
Lisa Denstorff
Client Services Manager
Ryan Walter
Client Services Specialist
Katie Cristofoli
Associate Advisor
Katie Floyd
Associate Advisor
Molly LaClair
Associate Advisor
Tiffany Wilson
Human Resources Director
* Investment Committee Member
If you are interested in joining our Team, please see our Careers page.