People

Meet Our Team of Wealth Advisors

Maris A. Ogg, CFA®
President

James M. Meyer, CFA®
Principal & CIO

Raymond F. Reed, CFA®
Principal

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
Sr. Portfolio Mgr.

Daniel P. Rodan
Sr. Portfolio Mgr.

Paul M. Mecray, III
Managing Director

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