Leadership & Team

David M. Kulchar

AIF®, CPFA

Managing Director of Retirement Plan Services

Deena Rini

MBA, C(k)P®

Vice President, Practice Leader of Retirement Plan & Wealth Management Services

Michael Gheen

CPA/PFS, CRPS®

Vice President, Senior Client Executive, Retirement Plan Services

Scott R. Kimble

Team Leader, Wealth Management

Russell T. McAlonie

ChFC®

Financial Advisor

Sarah Majeski

AIF®, CPFA

Business Development Specialist

Jessica Hurley

Team Leader of Operations

Stephen M. Kloss

Senior Client Executive

K. Jason Day

AIF®

Client Executive

R. Scott Nicholls

QPA, QKA

Client Executive

Pam Brooks

CPFA

Senior Client Manager

Cliff Cowles

Client Manager

Griffin Vehar

Retirement Education Specialist

Kayla Huff

Senior Client Service Administrator - Wealth Management

Liana Lopez

Administrative Coordinator

Oliver N. Rini

Bark®, Woof®

Chief Snacks Officer