Our People
Wayne Caldwell CFP®, RFC
Chairman of Board, Principal
Ginger Weber, CFP®
President, Principal, Advisor
Ron Ross, PhD, CFP®
Principal, Advisor
John Gloor
Principal, Advisor
Bruce Smith, MBA, AIF®
CFO, CCO, Principal, Advisor, Director of Retirement Plans
Teresa Conley
Advisor, Operations Manager
John Shermer
Director of Business Development
Ann Marie Bugenig
Advisor
Carla J. Simpson, RPSM
Retirement Plan Specialist
Jennifer Church, MBA
EIS Operations Specialist
Katie Hall
Office Investment Administrator
Deidre Russell
Investment Administrator
