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Team
 Kevin P. Whelan, CFA
Principal and Portfolio
Manager
View Bio |
 Joseph P. Condren, CFA
Principal, COO and CCO
View Bio |
 Julie Kist, CFP®
Wealth Advisor
View Bio |
 Ally Thompson
Wealth Associate |
 Len A. Haussler, CFA, CPA
Founder and Chairman of Advisory Board
View Bio
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 Nathan A. Bishop, CFA
Principal and Portfolio
Manager
View Bio
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 Nathan M. Bailey, CFA, CFP®
Principal
and Portfolio Manager
View Bio |
Lauren Hipp
Wealth Associate |
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 Jakki L. Haussler, Esq., CPA
Founder and Chairman
of the Board
View Bio
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