Meet the Team

Barry Glassman, CFP®

Founder and President

Gabe Muller

Chief Operating Officer

Lindsay Garland, CIMA®, CES™

Vice President and Client Advisor

Travis Russell, CFP®

Vice President and Client Advisor

Dana Sippel, CFP®, CPA/PFS

Vice President and Client Advisor

Candace Lee, CFP®

Client Advisor

Eric Dunner, J.D., CFP®

Client Advisor

Colin Gerrety, CIMA®

Associate Client Advisor

Zachary Rampold

Client Service and Operations Manager

Courtney Oetjen

Executive Assistant & Office Administrator

Sean Preston, CFA

Director of Research

Julia Skinner

Director of First Impressions & Resident Wordsmith

Research Team

Better research reveals richer opportunities. With a research group comprising more than a dozen experts including investment managers, equity and fixed-income analysts, market strategists, and research specialists, we’re able to seek out and evaluate thousands of opportunities for our clients. The team is hand-selected to include specific expertise in every asset class, so that we have the freedom to choose the investment strategy that minimizes costs and maximizes gains and tax efficiencies for each of our clients.

Compliance Team

Diligent compliance keeps you and your wealth safer. Our sophisticated team of attorneys and investment advisors enable us to take full advantage of market opportunities while meeting the rigorous compliance requirements of the Securities and Exchange Commission. The team is regularly called on to monitor, review, and audit our compliance program.

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