Client Portal
Newsletter Archive
Approach
Team
Ailyn Castillo
Office & HR Manager | Investor Relations
Alison Cobb
Client Service Associate
Alden Gwinn
Advisor
Amanda McCarty, CFP®
Associate Advisor, Financial Planner
Amy Burry
Family Office Coordinator
Andrew Weiss
Financial Planning Associate
Brent Williams, CFA®
Portfolio Manager
Chase Ridder
Operations Associate
Dan Costello
Operations Manager
David Tschetter, CWS®
Advisor, President
Dustin Brumbaugh, CFA®
Advisor, CEO/CIO
Eli Gripp
Sr. Client Service Associate
Ella Peterson
Sr. Client Service Associate, Executive Project Manager
Henry Roberts
Advisor
John Bosworth
Sr. Operations Associate
Kaitlynn Huston
Client Service Associate
Kelli Porter, CFP®
Advisor, Director of Planning & Service
Madison Cooper
Financial Planning Associate
Peter Jacobs, CFA®, CFP®
Senior Portfolio Manager
Rachel Tolbert
Client Service Associate
Richard Lee
COO/CCO
Richard Tschetter
Advisor, Chairman
Travis Bomgardner, CRPC®
Advisor
Services
Investment Management
Financial & Retirement Planning
Financial Life Management
Diversification Strategies
Blog
Contact
Client Portal
Schwab Login
