Our Team

Diane L. Andrajack
Client Service Manager

Shawn K. Eells, CFA
Portfolio Manager

Paul J. Kronlokken, CAIA
Principal & Portfolio Manager

Steven E. Landberg, CFA, CPA (inactive)
Principal & Portfolio Manager

Robert P. Lawson, CPA, CFP®
Principal & Director of Client Experience

Jennifer L. McCord, CFA
Chief Compliance Officer

Peter D. Rocca, CIMA
Principal & Director of Business Development

Lisa S. Russell
Marketing & Operations Associate

Kristen L. Starkman
Client Service Associate

E. Thomas Welch, JD
Principal & Business Development Manager