Advisory Team

 
  • C. Clayton Perry, MBA, AIF®

    Partner

  • Keola Elobt, MBA, AIF®

    Partner

  • Lindsay Sawicki, JD*, CFA, AIF®

    Chief Investment Officer

  • Chad Bunnell, LUTCF

    Investment Professional

  • Nicki Cromer, MBA

    Director of Retirement Operations

  • Lori Scott

    Director of Operations