•  
    Matthew P. Grupp
    J.D., LL.M. (in Taxation)
    • President and CEO
  •  
    Michael J. Estrada
    M.A. Counseling
    • Director of Private Client Services
  •  
    John R. Kamprath
    CFP®
    • Director of Family Wealth Services
  •  
    Dena Mertz
    • Vice President of Operations