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Our People

Our financial advisors, leadership, and board of directors represent a range of key subject matter experts from varying fields of expertise.

Financial Advisors
Leadership Team
Board of Directors

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Marilyn Schaja

Principal | Financial Advisor

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Wes Schantz

Principal | Financial Advisor

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Andrew D. Scheppegrell

Senior Specialist | Financial Planning

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Barron (Barry) V. Schmitt

Principal | Financial Advisor

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Geoffrey Schock

Principal

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Thompson Schollaert

Senior Associate | Financial Planning

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Stephen H. Schott

Principal and Senior Director | Institutional Religious Retirement and Foundation Services

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Greg Schott

Vice President | Financial Advisor

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Paul Schreder

Principal | Financial Advisor

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Michael Schreiber

Principal

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Andrew Schwark

Principal

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Brett Schwartz

Financial Advisor

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David H. Schwartz

Principal | Financial Advisor

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Donna M. Scotti

Principal | Financial Advisor

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Catherine Seeber

Principal | Financial Advisor

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Eric W. Bailey

Principal | Head of Endowments & Foundations

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Frank Bub

Senior Director | Head of Wealth Management Consulting

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Denise Buchanan

Senior Director | Compliance

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Kathy Del Corso-Chase

Senior Director | Human Resources

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Nick DeCenso

Senior Director | Wealth Management Solutions

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Karen Denise

Senior Director | Head, Wealth Client Service

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Lori Dillingham

Senior Director | Vendor Analysis and Plan Consulting

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Jennifer Doss

Senior Director | Defined Contribution Practice Leader

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Mary Earls

Senior Director | Finance

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Mark Francher

Chief Human Resources Officer

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Kyle J. Gaul

Senior Director | Project Management

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Ben Goldstein

President

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Marc Hermer

Senior Director | Portfolio Trading and Implementation

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David Hood

Senior Director | Investment Research

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Wilson S. Hoyle III

Managing Director | Head of the Advisor Group

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Michael E. Hudson

Principal | Head of Retirement Plan Consulting

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Sam Kirby

Senior Director | Investment Strategist

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Ann Leddy

Chief Compliance Officer

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Christian Ledoux

Senior Director | Individual Securities Management

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John Leissner

Senior Director | Head, Institutional Client Service and Operations

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Christina Markell-Balleza

General Counsel | Managing Director

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Tim Martin

Senior Director | M&A Finance

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Scott T. Matheson

Managing Director | Client Solutions

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Dawn McPherson

Senior Director | Business Development

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Jon Meyer

Chief Technology Officer

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Greg Middleton

Senior Director | Marketing

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J. Fielding Miller

Chairman and Chief Executive Officer

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Robert Miller

Chief Financial Officer | Corporate Services

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Heather Shanahan

Senior Director | Endowments & Foundations

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Rick Shoff

Managing Director | Advisor Group

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James F. Stafford

Senior Director | Corporate Real Estate and Facilities

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James Stenstrom

Senior Director | Institutional Portfolios

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Jason Stephens

Senior Director | Nonqualified Executive Benefits Practice Leader

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Mike Strother

Senior Director | Advisor Group

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James Underwood

Senior Director | Portfolio Management

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Grant Verhaeghe

Senior Director | Institutional Portfolios Practice Leader

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Michael J. Vogelzang

Managing Director | Chief Investment Officer

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Edward V. Welch, Jr.

Managing Director | Head of Wealth Management

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Christopher Whitlow

Senior Director | Head of CAPTRUST at Work

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Mike Wunderli

Managing Director | Head of Mergers and Acquisitions

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Jim Burr

Co-head of Financial Services | Carlyle

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Ben Goldstein

President

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Michael S. Hollander

Managing Director | GTCR

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Wilson S. Hoyle III

Managing Director | Head of the Advisor Group

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Christina Markell-Balleza

General Counsel | Managing Director

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KJ McConnell

Managing Director | GTCR

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J. Fielding Miller

Chairman and Chief Executive Officer

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John Redett

Chief Financial Officer and Head of Corporate Strategy | Carlyle

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Collin E. Roche

Co-CEO | GTCR

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Dasha Smith

Executive Vice President and Chief Administrative Officer | National Football League

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Rob Solomon

Founder and Chief Strategist | Bulldog Solutions, Inc.

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Mark S. Wilson

Past Chairman | Kimley-Horn

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