Our Team

Attracting the very best talent and equipping these professionals with world-class resources has consistently been among our firm’s top priorities. We have the privilege of serving a growing and loyal client base that deserves our best each and every day. In turn, our firm has established the highest standards for our team and they have become the core strength of our business model. 

We have patiently recruited individuals who share our values, are highly proficient and are committed to lifelong learning. Our advisors hold specialized qualifications and advanced designations. Moreover, our entire team has a passion for the work we do and the people we serve. 

We are fortunate to have attracted some of the most experienced, credentialed, and committed professionals in the industry. Please click below to become better acquainted with our team.

John E. ChapmanChief Executive OfficerChief Investment Officer

John E. Chapman

Chief Executive Officer

Chief Investment Officer

John W. SleetingSenior Partner

John W. Sleeting

Executive Partner

Managing Partner- Family Office Practice

Katie Berganske-Frank

Chief Revenue Officer

Jeffrey P. DeHaan, CFP®Partner

Jeffrey P. DeHaan, CFP®

Partner - Senior Wealth Advisor

Al R. KrauseFounding Partner

Al R. Krause

Founding Partner

Heather LarsonOutside Advisor to the Board of Directors

Heather Larson

Outside Advisor to the Board of Directors

Greg W. Davis, CFP®, CFTAPartner - Senior Wealth Advisor

Greg W. Davis, CFP®, CTFA

Partner - Senior Wealth Advisor

James F. Chapman

Senior Wealth Advisor - Chief Innovation Officer

Melissa Dailey-Newman

Wealth Advisor

Tyler J. Beachler, CFA®Director - Portfolio Management 

Tyler J. Beachler, CFA®

Partner - Deputy Chief Investment Strategist

Kevin G. Carani, CRPS®Director - Institutional Advisory Services

Kevin G. Carani, CRPS®

Director - Retirement Plan Services

Karie M OConnor

Wealth Advisor & Senior Retirement Plan Strategist

Hunter SimsGlobal Wealth Strategist

Hunter Sims

Global Wealth Strategist

Ricki A. TurnerManager, Compliance & Operations

Ricki A. Turner

Manager of Compliance

Josh Beachler, AWMA®Wealth Advisor

Josh Beachler, CFP®, AWMA®

Wealth Advisor

Rocky Byrd, CIMA®Portfolio Management Analyst

Rocky Byrd, CIMA®

Senior Portfolio Analyst

Andrea Patterson

Operations Specialist

Liza Alexanian

Administrative Assistant

Noah MulePortfolio Management Analyst

Noah Mule

Portfolio Management Analyst

Jacob M. Clark

Operations Specialist

Kevin Nolte, AWMA®

Manager of Advanced Planning

Danuta Garb

Assistant Controller | HR Manager