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®

Associate 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

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


Find Out More

*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.