Meet the Team

Ryon Beyer

Managing Principal and Co-Founder

Read more about Ryon >

Michael Byman, MBA, CFP®

Senior Wealth Advisor

Read more about Michael >

Jen Dawson, CFP®

Managing Director – Chicago

Read more about Jen >

Paige Hanks

Associate Advisor

Read more about Paige >

Fred Hubach, CFP®

Wealth Advisor

Read more about Fred >

Travis Johnson, CFP®

Senior Wealth Advisor

Read more about Travis >

Thomas Lloyd, CFP®

Wealth Advisor

Read more about Thomas >

Becky Marsh

Client Service Manager

Read more about Becky >

Ally Mastrota

Associate Advisor

Read more about Ally >

Kenny Mayer

Associate Advisor & Operations Analyst

Read more about Kenny >

Amy Mitchell, CFA

Wealth Advisor

Read more about Amy >

Kate Niemiec

Client Service Manager

Read more about Kate >

Eileen O’Connor, MBA, CFP®

CEO and Co-Founder

Read more about Eileen >

Denis O’Sullivan, CFP®

Managing Director

Read more about Denis >

Michele Reichel, RP®

Client Service Manager

Read more about Michele >

hwm-flower