Meet Our Team

Robert Lutts

Robert Lutts

Managing Partner,

Founder

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Greg Stevens, CFP<sup>®</sup>

Greg Stevens, CFP^®

Managing Partner,

President

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Jim Gasparello

Jim Gasparello

Managing Partner,

Director of Wealth Management

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Sonia Ernst

Sonia Ernst

Managing Partner,

Manager of Trading and Operations

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Craig Goryl, CFA<sup>®</sup>

Craig Goryl, CFA^®

Partner,

Chief Investment Officer

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Tom Vautin, CPA, CFA<sup>®</sup>, CFP<sup>®</sup>

Tom Vautin, CPA, CFA^®, CFP^®

Partner

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Patrick Creahan, CFA<sup>®</sup>, CAIA

Patrick Creahan, CFA^®, CAIA

Partner,

Fixed-Income Portfolio Manager

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Tyler Swaim, ChFC<sup>®</sup>, CRPC™

Tyler Swaim, ChFC^®, CRPC™

Partner,

Senior Wealth Advisor

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Alex Castrichini, CFP<sup>®</sup>

Alex Castrichini, CFP^®

Senior Wealth Advisor

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Connie DeBoever, CFA<sup>®</sup>

Connie DeBoever, CFA^®

Assistant Portfolio Manager

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Steven Davis, EA, MST

Steven Davis, EA, MST

Senior Tax Manager

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Steven Ross, MSA

Steven Ross, MSA

Tax Advisor

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Kelly Birchmore

Kelly Birchmore

Client Services Specialist

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Nathan Stevens

Nathan Stevens

Wealth Management Associate

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Cathy Kirby

Cathy Kirby

Marketing and Operations Associate

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