Vernon C. Sumnicht,
MBA, CFP®
Cheif Executive Officer
Download PDF Profile 
|
David E. Hackney,
MBA, CPA, CFA
Managing Director –
Sr. Wealth Manager
Download PDF Profile |
Linda M. Wanta
Director of
Operations |
Robert L. Riedl,
CPA, CFP®, AWMA®
Director of
Wealth Management
Download PDF Profile |
Prateek Mehrotra,
MBA, CFA, CAIA
Chief Investment
Officer
Download PDF Profile
|
Vernon C. Sumnicht,
MBA, CFP®
Cheif Executive Officer
Download PDF Profile |
Prateek Mehrotra,
MBA, CFA, CAIA
Chief Investment
Officer
Download PDF Profile |
Robert L. Riedl,
CPA, CFP®, AWMA®
Director of
Wealth Management
Download PDF Profile |
David E. Hackney,
MBA, CPA, CFA
Managing Director –
Sr. Wealth Manager
Download PDF Profile |
The Operations Team:
Robert A. Mueller, CPA
Wealth/Tax Analyst |
Linda M. Wanta
Director of Operations
|
Heidi B. Buhler
Operations
Administrator
|
Brenda J. Paltzer
Human Resources
Administrator –
Executive Assistant
|
|
