MEET THE TEAM

An unmatched depth of expertise with a personalized focus to meet your needs.

Parker Criswell

Senior Client Advisor

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Gerald Frazier

Principal, Compliance

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Anastasia Geminden

Client Advisor

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Larry Gigerich

Executive Managing Director

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Lily Hay

Principal, Marketing & Operations

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Susan Jarvis

Senior Client Advisor

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Jason Kallio

Senior Principal, Tax

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Eric Olsen

Senior Mgr. of Research, Data Analysis & Systems

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Josh Riker

Sr. Analyst, Compliance

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Chad Sweeney

Senior Principal

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David Umpleby

Principal, Finance

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