Adobe Stock 463565250

Meet the Team

Executive Team
David Hefty
David Hefty, CFP
Chief Executive Officer
Stacy Hefty
Stacy Hefty
President
Joe Haupert
Joe Haupert
Chief Business Officer
Edison Byzyka
Edison Byzyka, CFA
Chief Investment Officer
Angie Lockwood
Angie Lockwood, CPA
Chief Operations Officer | Corporate Development Integration
Brian Wessley
Brian Wessley
Chief Talent Officer
Corporate Development
Sean Conti
Sean Conti
Director of Corporate Development
John Schaive
John Schaive
Director of Corporate Development
Kelly Glogas
Kelly Glogas
Corporate Development Coordinator
Corporate Development Associates
Katie Eck
Katie Eck
Corporate Development Associate
Jordan Smith
Jordan Smith
Corporate Development Associate
Spencer Mohre
Spencer Mohre
Corporate Development Associate
Colten Kitchen
Colten Kitchen
Corporate Development Assocte
Andrew Nguyen
Andrew Nguyen
Corporate Development Associate