The Team

Peet Moseley, CFP®, AIF®

Principal, CEO

Steve Richter, CFA®

Principal, CIO

Charlie Mahar, AIF®

Principal, Chairman

John Zevnick

Principal Advisor

Sam Krawczyk

Wealth Management Advisor

Michelle Warneke

CCO, Director of Operations

Meghan Mahar

Client Care Specialist

Kathleen Caoyonan

Executive Business Administrator

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.”