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

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

Zulfi Brookens
Client Relationship Manager