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Advisor Directory

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William Holman, CRPC®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6822
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Robert Foltz, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6840
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Ryan Birkhauser, CFP®, CPFA®
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6830
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Kevin Mathews, MBA
Financial Advisor
phone224-516-6837
Jack Pierce, CFP®
Financial Advisor
phone224-516-6828
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Christopher Collins, CPFA®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6835
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Steven Gatto, CFP®
Senior Vice President - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6833
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Thomas Paulson
Managing Director - Financial Advisor
Senior Portfolio Manager - Portfolio Focus
phone224-516-6811