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Meet the Team

Barry Glassman, CFP®

Founder and President

Shannon Landwehr

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®

Client Advisor

Candace Lee, CFP®, EA

Client Advisor

David Levitt, CFP®

Associate Client Advisor

Zach Rampold

Client Service and Operations Manager

Sean Preston, CFA

Director of Research

Mia Jackson

Executive Assistant

Julia Skinner

Director of First Impressions & Resident Wordsmith

Ready for the next step? See what it's like to be a client.

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