Our Team

David Hohimer Portrait Image'

David Hohimer

CPWA®, AIF®

Managing Partner
Alex Peters Portrait Image'

Alex Peters

MBA, CFA®

Chief Investment Officer
Orest Taraban Portrait Image'

Orest Taraban

Chief Compliance Officer
Jon Murdock Portrait Image'

Jon Murdock

Director, Retirement Plan Services
Mark Dederer Portrait Image'

Mark Dederer

Director, Philanthropic Services
Robbie Ott Portrait Image'

Robbie Ott

Director of Client Experience/Business Development
Matt Rettig Portrait Image'

Matt Rettig

Director of Planning
Patrick Conklin Portrait Image'

Patrick Conklin

CFP®

Wealth Advisor
David Simpson Portrait Image'

David Simpson

AWMA®

Wealth Advisor
Bryan E. Abdelnoor Portrait Image'

Bryan E. Abdelnoor

Financial Advisor
Gaye Ott Portrait Image'

Gaye Ott

Senior Client Service Associate
Jack Hohimer Portrait Image'

Jack Hohimer

Research Analyst
Max Hohimer Portrait Image'

Max Hohimer

Client Service Associate
Connie Miller Portrait Image'

Connie Miller

Senior Client Support Advisor

Team Credentials