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