Meet the Team

eileen-oconnor

Eileen O’Connor, MBA, CFP®

CEO and Co-Founder

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ryon-beyer

Ryon Beyer

Managing Principal and Co-Founder

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denis-osullivan

Denis O’Sullivan, CFP®

Managing Director

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Jen Dawson, CFP®

Managing Director – Chicago

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michael-byman

Michael Byman, MBA, CFP®

Senior Wealth Advisor

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travis-johnson

Travis Johnson, CFP®

Senior Wealth Advisor

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hwm-team-thomas

Thomas Lloyd, CFP®

Associate Advisor

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kenny-mayer

Kenny Mayer

Associate Advisor & Operations Analyst

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michelle-hundley

Michelle P. Hundley

Associate Advisor

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becky-marsh

Becky Marsh

Associate Advisor

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