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