Our diverse and talented team represents a wide variety of experience, backgrounds, degrees and professional designations. We are committed to delivering trust, transparency and excellent service to each and every client. We recognize that our clients’ financial goals and priorities are diverse. We can help you implement a tailored investment approach to address your individual situation.
Executive Team
Kevin VanDyke
President / Founder
Kurt Murphy
Chief Operating Officer
Tim Giampetroni, CFA
Chief Investment Officer
Corey Schepper, CWS®
Executive Vice President
Annette VanderLinde, CWS®, AIF®
Senior Vice President
Elizabeth McGee, CWS®
Vice President
Natalie Brent, CWS®
Vice President
Wealth and Investment Advisors
Andrew Spearman, CWS®, AIF®
Wealth Advisor
Fabrizio Giacona, CWS®, AIF®
Wealth Advisor
Rob Pearl, CFP®
Wealth Advisor
Alexis Zuccaro, CWS® , AIF®
Wealth Advisor
Jared Remesz, CWS®, AIF®
Wealth Advisor
Implementation & Support Team
Kolleen Schocke
Director of Marketing
Catherine Lacey
Associate Wealth Coordinator
Kindra Byerly, CWS®
Associate Wealth Coordinator
Morgan Golich
Associate Wealth Coordinator
William Kessel
Associate Wealth Coordinator
Danielle Fernandez
Servicing Specialist
Rose Acovski
Servicing Specialist
Nicholas Sobczynski
Servicing Specialist
Keri Sutton
Executive Assistant
Skylar Pontello
Client Experience Coordinator
Sharle Jones
Receptionist
Team Mascot
