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2022-12-20T14:45:27+00:00
Tracy Kuntz, M.B.A., CFP
®
President, Board Member
Wesley McCain, M.A., M.B.A., Ph.D., CFA
®
Founder, Chairman, Board Member
Ernie Garrett, M.A., CFP
®
Vice President, Investment Services
Robyn L. Clarke, J.D., CFP
®
, AIFA
®
Director of Fiduciary Services and Financial Planning
Shu Chin Li, M.S., M.B.A., CFA
®
Portfolio Strategist
Heidi Haynes, CFP
®
Senior Advisor
Martin Standish, CFA, CFP
®
, CAIA
Senior Portfolio Manager
Cynthia Sforza, CFP
®
, CRPC
®
Senior Advisor
Sasha Childers
Research Analyst
Shannon Swift
Director of Operations
Jessica Maslankowski
Client Service Associate
Karmen Younes, PFP
®
Client Service Specialist
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TOWNELEY.