Meet The Team

David Meyer

Chief Financial Officer

Vicki Bandor Braun

Chief Compliance Officer

Adam Beard

Investment Analyst

John Meyer

President and Chief Investment Officer

George Donner

Portfolio Manager

Stephanie Deck

Client Service Administrator

Katherine Moenter

Foundation Services

Teresa Tracey

Vice President, Secretary/Treasurer and Chief Financial Officer

Noel Knox

Financial Advisor

Elizabeth Freck

Client Service Administrator