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Jon Crow
Executive Managing Director, Head of Client Advisory Services
Patrick Regan, CFA, MBA
Managing Director, Deputy CIO
Charlie Maxwell, CFP
®
Co-Founder and Co-Chairman
Jim Robbins, CIMA
®
Executive Managing Director
Lewis Crosby
Associate, Wealth Advisor
Dick Hall
Managing Director, Wealth Advisor
Shane Harjes
Director, Wealth Advisor
Jason Heckler
Managing Director, Wealth Advisor
Renay Henderson, CFP
®
Managing Director, Advisor Practice Management
Kelli Hengel
Associate Director, Wealth Advisor
Kyle Kolb, CFA, CFP
®
Director, Wealth Advisor
Greg Laughlin, MBA
Managing Director, Wealth Advisor
David Mason, CAIA
Managing Director, Investments
Brent Meyer, CFP
®
Director, Wealth Advisor
Laura Neal
Director, Family Office Services
Anne Novak, CPA, PFS, CTFA
Managing Director & Vice President, Cresset Trust Company
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