The Team


Robert J. Katch, President and Chief Investment Officer

Alan S. Hopkins, Chief Economic Strategist

Scott V. WhitneySenior Investment Advisor

Laura Navarro, CFP®, Senior Financial Planner

David Bryant, CFP®, Senior Financial Planner

Steve Scott, Senior Financial Advisor

Jennifer Leighton, JD, CDFA™, Senior Analyst

Mark Weiderman, Portfolio Manager

Jennifer M. Caruso, Associate Financial Planner

Seth CataneseAssistant Financial Advisor


Client Services

Julie Cichon, Director of Client Services

Susannah Beard, Alternative Investment Specialist

Larry Huffman, IT Manager

Kevin Eady, Controller

John Bossler, General Manager

Ricardo S. De La Cruz, II, Client Services Specialist


Client Relations

Cindy Randolph, Client Relations Manager

Nancy Angle, Marketing Director

John Dokken, Community Relations Director

Mark Olson, Client Relations Director

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