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Your Team

We are a team of wealth advisors, wealth planners, and portfolio managers who are proactive in developing strategies that help you achieve your goals. 
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Leadership, Wealth Advisors & Wealth Planners

Gerry Ulland

Gerald J. Ulland, FSA

Managing Director, Private Client Group

Meet Gerald Ulland
Adam Morton

Adam D. Morton, CFP®

Wealth Advisor

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Kate Brown

Kate C. Brown, CFP®

Vice President, Senior Wealth Planner

Meet Kate Brown
Josh Sillies

Joshua M. Sillies, CFP®

Wealth Planner

Meet Joshua Sillies

Portfolio Managers

Matthew Bell

Matthew A. Bell, CFA, CAIA

Assistant Vice President, Portfolio Manager

Meet Matthew Bell
Bill Creviston

William G. Creviston, JD

Vice President, Senior Portfolio Manager

Meet William Creviston
Tom Finn

Thomas L. Finn, CFA

Vice President, Senior Portfolio Manager

Meet Thomas Finn
Timothy Hogan

Timothy S. Hogan, CAIA

Investment Manager

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Jeremy Moore

Jeremy R. Moore

Vice President, Senior Portfolio Manager

Meet Jeremy Moore
Charlie Ulbricht

Charles A. Ulbricht, CFA

Vice President, Senior Portfolio Manager

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Client Service

Rebecca Brinkmiller

Rebecca L. Brinkmiller, CFP®

Relationship Manager

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Stefanie Burkert

Stefanie Burkert

Relationship Manager

Meet Stefanie Burkert
Amy Hoffman

Amy L. Hoffman

Relationship Manager

Meet Amy Hoffman
Jeanne Lawhon

Jeanne A. Lawhon

Private Client Group Coordinator

Meet Jeanne Lawhon

Wealth Planning

Our team of wealth planners will help lead you on a journey to discover what’s important to you now and in the future. Tailored to enrich your life and the lives of your loved ones, we will help guide you through a seamless wealth planning experience. 
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Advisory Approach

Using your goals as our guide, we develop an investment plan personalized to fit your time horizon, your appetite for risk, and any other unique constraints you may have. 
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