We’re not just a team. We’re your team.

Take some time and read through our bios. If you want to know more, don’t hesitate to give us a call or send an email. We would be happy to talk with you.

Meet the Team

Aaron Huey

Senior Portfolio Manager

Aaron Krasney, CFP®, AIF®

Wealth Counselor

Ann Mallison, JD, MBA, AIF®

Wealth Counselor

Cheryl L. Bartram

Financial Officer

Derek W. Varner, CFA

Abundance Investment Committee

Gary F. Weltmann, JD

Insurance Counselor

Geoffrey P. Caber, AIF®

Abundance Investment Committee

Gwen Miller

Client Concierge

Jamie L. Felker, MAOM, AIF®

Chief Executive Officer, Wealth Counselor

Jodi L. Johnston

Client Services Manager

John J. Schaffer, JD, MBA, CPWA®

Wealth Counselor

Kennette Watson

Client Relationship Manager

Laurie N. Capparelle

Executive Administrator & Client Concierge

Martin A. Wildy, CFA

Abundance Investment Committee

Morgan Russell

Client Services Support Specialist

Richard F. DeFluri, CIMC, RFC, AIF®

Principal, Wealth Counselor

Ryan Ohlson, MBA

Chief Operating Officer

Stephanie Fink

Client Relationship Manager

Sydney Weaver

Client Services Specialist

Toner Corl

Client Relationship Manager

Torrey Johnson

Client Relationship Manager & Alternative Investments Administrator

Will Price

Brand Manager

Zulfi Brookens

Client Relationship Manager