People

Meet Our Team of Wealth Advisors

Maris A. Ogg, CFA®
President

James M. Meyer, CFA®
Principal & CIO

Robert T. Whalen
Principal

Nicholas R. Filippo
VP, Sales & Marketing

Jeffrey Kachel
CFO, Principal & CTO

James T. Vogt
Senior Portfolio Manager

Chad M. Imgrund
Sr. Research Analyst

Christopher E. Gildea
Senior Portfolio Manager

Daniel P. Rodan
Senior Portfolio Manager

Paul M. Mecray, III
Managing Director

Christopher M. Crooks, CFA®, CFP®
Senior Portfolio Manager

Michael J. Adams
Senior Portfolio Manager