Meet the Team

Barry Glassman, CFP®

Founder and President

Laura Cheplak

Chief Operating Officer

Lindsay Shetterly, CIMA®, CES™

Principal and Client Advisor

Travis Russell, CFP®

Principal and Client Advisor

Dana Sippel, CFP®, CPA/PFS

Vice President and Client Advisor

Eric Dunner, J.D., CFP®

Vice President and Client Advisor

Candace Lee, CFP®, EA

Client Advisor

Sean Beznicki, CFA

Client Advisor

David Levitt, CFP®

Client Advisor

Zach Rampold

Client Service and Operations Manager

Sean Preston, CFA

Director of Research

Mia Jackson

Executive Assistant

Amy Yurkewitch

Director of First Impressions

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*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if GWS is engaged, or continues to be engaged, to provide investment advisory services.