Our Staff
Principals
Jim Wilson
Principal
Jim is a Principal of the firm. He conducts client meetings and is the Chief Investment Officer.
David Holloway
Principal
David is a Principal of the firm. He conducts client meetings and is a member of the firm's
Investment Committee.
Michelle Warner
Chief Operations Officer
Michelle oversees all aspects of operations and handles client complaints.
She works closely with Jim Wilson and David Holloway, and is a member of the firm's Investment
Committee. She is also a Notary.
Sarah Miller
Chief Compliance Officer
Sarah reviews and evaluates compliance issues to ensure our firm complies with rules and regulations
set forth by regulatory agencies and internal company policies and procedures.
Administrative Staff
Elizabeth Stutzke
Portfolio Administrator, Clients A - K
Elizabeth handles all paperwork related to the transfer of new accounts, transactions, new applications,
redemption requests, wire transfers, ongoing administration tasks, provides cost basis information,
processes Required Minimum Distributions and answers all income tax-related questions for existing
clients. She is also a Signature Guarantor.
Jen Isotalo
Portfolio Administrator, Clients L - Z
Jen handles all paperwork related to the transfer of new accounts, transactions, new applications,
redemption requests, wire transfers, ongoing administration tasks, provides cost basis information,
processes Required Minimum Distributions and answers all income tax-related questions for existing
clients. She also maintains our website, generates client billing statements, and is a Signature Guarantor
and Notary.
Rose Martin
Retirement Plan Specialist
Rose handles ongoing administration for pension plans, such as participant distributions, rollovers into the
plan, address changes, and processes all investment checks and allocations. She works closely with Plan
Administrators to ensure that they have all necessary statements to balance the Plan. She is also a
Signature Guarantor and Notary.
Robin Rickey
Office Manager
Robin is our afternoon receptionist and maintains all aspects of scheduling, including accommodations.
She is also responsible for the Quarterly Market Review Webinars and works closely with Jim Wilson.
Portfolio Management Department
Josh McLaughlin
Portfolio Manager, Clients A - K
Josh facilitates stock, bond and mutual fund trades. He also fields client inquiries regarding the market or
account status. He works closely with Jim Wilson and David Holloway and is a member of the firm's
Investment Committee.
Molly Chase
Portfolio Manager, Clients L - Z
Molly facilitates stock, bond and mutual fund trades. She also fields client inquiries regarding the market or
account status. She works closely with Jim Wilson and David Holloway and is a member of the firm's
Investment Committee.
