Meet The Experts Working to Achieve Your Financial Goals 


Daniel R. Longfield

CO-FOUNDER AND CO-EXECUTIVE CHAIRMAN


Peter Roberts

CO-FOUNDER AND CO-EXECUTIVE CHAIRMAN


Laird Norman

CO-CHIEF EXECUTIVE OFFICER


Christina M. Sudol

PARTNER, CHIEF LEGAL OFFICER AND GENERAL COUNSEL


Dane E. Peters

CHIEF ADMINISTRATIVE OFFICER


Nikki Nowak 

CO-PROJECT MANAGER 


Shelly Jones

CO-PROJECT MANAGER 


Amy Roberts

PROJECT MANAGER


Joseph Lewin

CHIEF FINANCIAL OFFICER 


Johnson Stork

CHIEF OPERATING OFFICER


Mark J. Kudo

MARKETING ANALYST