The People Who Make It Happen

In being small and nimble, it's not about the size of our team but the depth of our abilities.
We have hired well, allowing our team to focus on the advisor-centric and rewarding parts of our business.

MANISH KHATTA
President / Portfolio Manager

JEFF GOODNOW
Director of Advisor Education

JENNIFER BURTON
Director of Advisor Experience

ANDY BAUER
Director of Marketing

KAITLYN HUMPHRIES
Operations Associate

MARK PALAMARAS
Investment Committee Consultant

ANN ZEMANN
Chief Compliance Officer

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