Our Team 2019-11-27T14:19:25+00:00

Richard (“Richie”) Lee Jr., CFA, CFP®
CEO & Founder

Dana Pingenot, CFP®, CLU, CAP®

Ben Shae, CFP®
Director of Operations and Client Service

Christie Williams, CFP®
Director of Financial Planning

Dan Peters
Director of Portfolio Management

Danny Boyce, CFA, CFP®
Senior Portfolio Manager

Doug Jones, CFA
Director of Portfolio Management

Jacob Odom
Associate Portfolio Manager

Jaime Boyles, CFP®
Senior Financial Planner

Jenny Armstrong, CFP®
Senior Financial Planner

Jodi Hacker
Client Service Associate

Justin Luddeke, CFP®
Senior Financial Planner

Mark Whidby, CFA, CAIA
Chief Investment Officer

Nic Gibson, CFP®
Senior Financial Planner

Sarah Henze, CFP®
Senior Portfolio Manager

Shirley Ogden, CFA, CPA
Director of Investments

Tanner Castle, CFP®
Associate Financial Planner

William (“Bill”) Luckey, II
Business & Human Capital Strategist

Investment Research

Patricia Stoll, Jason Romph, Mark Whidby, Shirley Ogden, Eric Smith


Tracy Lee, Barbara Burris, Ben Shae

Client Services

Phyllis McDonald, Dianna Ashenden, Theresa Jones, Sarah Beattie, Jodi Hacker

Corporate Services

Sherri Barber, Ben Shae, Becky Welch, Raquel Mendoza


Ben Shae, Dana Packett, Kristi Parker, Karen Skinner