Our Wealth Management Team
Uncompromising integrity. Tailored strategies. Purposeful planning for your complex and ever-evolving needs. With such entrepreneurially-minded talent, we're changing what it means to be a financial advisor.
OUR SERVICESLeadership

David Snopkowski
Partner & Chief Investment Officer

John Williams, CFA
Managing Partner & Co-Founder, Chief Advisory Officer

Kelly Bonnell
Partner & Chief Executive Officer

La Costa Moore
Director of Operations

Patrick Hayes
Chief Compliance Officer

Patrick Lafley
Managing Partner & Co-Founder

Steven Lameier, CPA
Chief Financial Officer
Wealth Advisors

Adam D. Morton, CFP®
Partner & Wealth Advisor

Anna K. Pfaehler, CFP®, AEP
Partner & Wealth Advisor

Cheryl Rose, CFA , CFP®
Partner & Wealth Advisor

Emily B. Rose, CFP®
Partner & Wealth Advisor

Jelena Aylor, JD, CAP®
Wealth Advisor

John Williams, CFA
Managing Partner & Co-Founder, Chief Advisory Officer

Kevin Thomas, CFP®
Partner & Wealth Advisor

Louisa Gehring
Associate Wealth Advisor

Matt Woebkenberg, CFA
Partner & Wealth Advisor

Nicholas C. Reilly
Partner & Wealth Advisor

Nick Paxson, CFP®
Wealth Advisor

Sam Needham
Nashville Market President, Partner & Wealth Advisor

Tommy McConville, CFP®
Associate Wealth Advisor










