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

Hayden Davidson

Investment Management Specialist

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

Lisa Cozine

Estate Planning & Insurance Specialist

Martin A. Wildy, CFA

Abundance Investment Committee

Morgan Russell

Client Relationship Manager

Richard F. DeFluri, CIMC, RFC, AIF®

Principal, Wealth Counselor

Ryan Ohlson, MBA

Chief Operating Officer

Savannah Reed

Client Services Support Specialist

Stephanie Fink

Executive Administrator

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