Meet the Team

Barry Glassman, CFP®

Founder and President

Gabe Muller

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

Candace Lee, CFP®, EA

Client Advisor

Eric Dunner, J.D., CFP®

Client Advisor

Colin Gerrety, CIMA®

Associate Client Advisor

David Levitt, CFP®

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

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