Meet Our Team

Debbie Robinson
Director of Wealth Management

Ken Vander Kooi, CFP®
Senior Wealth Advisor

Aaron Miller, CFA®
Client Portfolio Manager

Thad Heggeness
Wealth Advisor and ESG Analyst

George R. Gallucci
Emeritus Client Relations

Bruce Hoffmann
Head of Marketing

Carey van Putten
Client Associate and Office Manager

Brian Krawez, CFA®
President, Investment Committee Chairman

Eric Lynch
Managing Director, Investment Committee Member

Gabe Houston, CFA®
Senior Research Analyst, Investment Committee Member

Jerry Beyke, CFA®
Senior Research Analyst, Investment Committee Member

Philip Raygorodetsky
Fixed Income Portfolio Manager

Owen Warren, CFA®
Research Analyst

Jordan Corey, CFA®
Research Analyst

Sam Kanagawa, CFA®
Senior Research Associate

Grace Menk, CFA®
Senior Research Associate

Aidan Kastenberg
Research Associate

Daniel Sung
Research Associate

Jason Marcus
Chief Operating Officer, Chief Compliance Officer

Joel Houston
Business Manager

Sean Wright
Trader and Operations Specialist

Jim Giblin
Operations Analyst

Cameron Cavalin
Fixed Income and ESG Analyst