Our Team

Team Members In

Family Office

Michael Orfe

CFA®

Senior Vice President, Advisor Group Lead

Cody Pittman

Senior Associate, Wealth Advisor

Zach Rosenthal

Associate, Wealth Advisor

Christian Seybert

CFP®

Senior Associate, Wealth Advisor

Andrew Smith

Vice President, Wealth Advisor

Gee Smith

MBA

Principal, Senior Strategic Advisor

Dave Stribula

CFP®, CEPA®

Director, Family Wealth

Jim Thompson

Vice President, Wealth Advisor

Corinne Vanderipe

CFP®, ABFP

Vice President, Wealth Advisor

Al Yambor

CFP®, CEPA®

Senior Director, Wealth Advisor