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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
Christina North
Christina North
Chief Financial Officer
Angie Lockwood
Angie Lockwood, CPA
Chief Transformation Officer | Corporate Development Integration
Brian Wessley
Brian Wessley
Chief Talent Officer
Corporate Development
Kelly Glogas
Kelly Glogas
Corporate Development Coordinator
Jordan Smith
Jordan Smith
Corporate Development Consultant
Corporate Development Associates
Katie Eck
Katie Eck
Corporate Development Associate
Spencer Mohre
Spencer Mohre
Corporate Development Associate
Isaiah Rohrbach
Isaiah Rohrbach
Corporate Development Associate