Our Team

 
  • Ken Dysart

    Ken Dysart

    Head Investment Strategist

  • Sean Gogola, CFP®

    Sean Gogola, CFP®

    Portfolio and Planning Strategist

  • Jay Bass

    Jay Bass

    Director of Operations

  • Eric Loughnane

    Eric Loughnane

    Relationship Specialist

  • Walter Meranze

    Walter Meranze

    Senior Executive