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

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

Julia Kocher

Branding Specialist

Kennette Watson

Client Relationship Manager

Laurie N. Capparelle

Executive Administrator & Client Concierge

Martin A. Wildy, CFA

Abundance Investment Committee

Richard F. DeFluri, CIMC, RFC, AIF®

Principal, Wealth Counselor

Ryan Ohlson, MBA

Chief Operating Officer

Sean Walker, Ph.D.

Wealth Counselor

Stephanie Fink

Client Relationship Manager

Sydney Weaver

Client Services Specialist

Toner Corl

Client Relationship Manager

Torrey Johnson

Client Relationship Manager & Alternative Investments Administrator

Zulfi Brookens

Client Relationship Manager