Charlie Mahar, AIF®

Principal, CEO, CIO

David Neal, MBA

Principal, Senior Wealth Management Advisor

Steve Richter, CFA®

Principal, Investment Committee Chair

Peet Moseley, CFP®, AIF®

Principal, Senior Wealth Management Advisor

Wendy K. Bennis, AWMA®, CRPC®, AIF®

Senior Wealth Management Advisor

Todd Krough

Senior Wealth Management Advisor

John Zevnick

Wealth Management Advisor, CCO

Rob Goodmanson

Senior Wealth Management Advisor

Evan Welle, CFP ®

Wealth Management Advisor

Michelle Warneke

Director of Operations & Administration

Connie Peppin

Senior Operations Associate

D. Ward Johnson

Emeritus Vice President

George ``Duke`` Hust (Founder)

1934-2007

“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.”