Charlie Mahar, AIF®

Principal, CEO, CIO

Jodi Halbert, IACCP®


David Neal, MBA

Principal, Senior Investment Advisor

Steve Richter, CFA®

Principal, Investment Committee Chair

Wendy K. Bennis, AWMA®, CRPC®, AIF®

Senior Investment Advisor

D. Ward Johnson

Emeritus Vice President

Peet Moseley, CFP®, AIF®

Senior Investment Advisor

Todd Krough

Senior Investment Advisor

John Zevnick

Investment Advisor, CCO

Rob Goodmanson

Senior Investment Advisor

Connie Peppin

Senior Operations Associate

Michelle Warneke

Chief Operations Officer

Evan Welle

Trading and Research Associate

George ``Duke`` Hust (Founder)


“By embracing learning and improvement as a firm, we invest in people and resources to promote
continued personal and professional growth. We believe that enjoying the journey along the way
is the only way to travel, and meaningfully support a healthy life-work balance for all.”