Team

Leadership

Elaine M. Longer, CFA

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Elaine M. Longer, CFA

Founder

Eric Krause, CFA

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Eric Krause, CFA

Managing Director, Portfolio Manager

Associates

Angela C. Cothren

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Angela C. Cothren

Client Services Specialist

Danielle K. Ballard

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Danielle K. Ballard

Accounting and Systems Manager

Donald J. Paul

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Donald J. Paul

SVP Client Experience

Ethan Workman

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Ethan Workman

Financial Advisor

John Paul, AIF®

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John Paul, AIF®

SVP Strategy

Keith Lea

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Keith Lea

SVP Investments

Tina M. Lamb

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Tina M. Lamb

Client Services Manager