Meet the Team

Eileen O’Connor, MBA, CFP®

CEO and Co-Founder

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Ryon Beyer

Managing Principal and Co-Founder

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Michael Byman, MBA, CFP®

Senior Wealth Advisor

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Iwona Cholewa, CFA, MBA

Chief Investment Officer

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Jen Dawson, CFP®

Managing Director

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Paige Hanks

Associate Advisor

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Fred Hubach, CFP®, CPWA®

Wealth Advisor

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Travis Johnson, CFP®

Director of Advanced Planning

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Carrie Leinbach

Special Projects Coordinator

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Ivana Link

Client Service Manager

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Thomas Lloyd, CFP®

Wealth Advisor

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Becky Marsh

Client Service Manager

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Ally Mastrota

Associate Advisor

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Kenny Mayer

Associate Advisor & Operations Analyst

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Amy Mitchell, CFA

Wealth Advisor

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Kate Niemiec

Client Service Manager

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Denis O’Sullivan, CFP®

Managing Director

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