Your Team

Jeff Speicher, AIF®

Founder - Managing Director

Kyle Blair

Financial Advisor

Laura Catton

Director of Client Services

Grace Kline

Client Service Specialist

Vinessa Ekberg

Client Service Specialist

Hilary Pluemer

Chief Administrative Officer

Kim Utz

Director of Advisor Services

Marco Galvan

Director of IT

Paul Keeton

Managing Director, Investments & Advisory Solutions

Shawn Baxter

Chief Compliance Officer

Tamekia Thompson

Director of Operations

Wendy Simmons

Managing Director, Human Resources