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

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