Our Team

OverviewOur TeamOur ProcessCareersContact

Advisory Services Team


William J. Malla, CPA

William J. Malla, CPA

Vice President / Controller
Brandy N. Weiberg

Brandy N. Weiberg

Vice President / Director of RIA Solutions
Kenneth R. Wolf, CPA

Kenneth R. Wolf, CPA

Wealthcare Analyst
Andrew Laub, CFP®

Andrew Laub, CFP®

Director of Planning
Alicia Lugg

Alicia Lugg

Advisor Services Consultant