Our Team

David Hohimer Portrait Image'

David Hohimer

CPWA®, AIF®

Managing Partner
Alex Peters Portrait Image'

Alex Peters

MBA, CFA®

Chief Investment Officer
Dodd St. Louis Portrait Image'

Dodd St. Louis

Chief Compliance Officer
Lars Knudsen Portrait Image'

Lars Knudsen

Director of Alternative Investments
Robbie Ott Portrait Image'

Robbie Ott

Director of Client Experience/Business Development
Orest Taraban Portrait Image'

Orest Taraban

Director Growth, Risk and Optimization
Jack Hohimer Portrait Image'

Jack Hohimer

Director of Operations
Mark Dederer Portrait Image'

Mark Dederer

Director, Philanthropic Services
Philip Tom Portrait Image'

Philip Tom

Principal - Philip Tom Capital Management, LLC
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

CFP®

Wealth Advisor
Curtis Nilsen Portrait Image'

Curtis Nilsen

Retirement Plan Advisor
Hannah Atchison Portrait Image'

Hannah Atchison

FPQP® Associate Wealth Advisor
Gaye Ott Portrait Image'

Gaye Ott

Senior Client Service Associate
Jennifer R. Weaver Portrait Image'

Jennifer R. Weaver

Senior Client Service Associate
Connie Miller Portrait Image'

Connie Miller

Sr. Front Desk Coordinator
Erik Knudsen Portrait Image'

Erik Knudsen

Operations Associate

Team Credentials