Samuel Crume

Samuel Crume

There wasn’t one specific moment that made me want to work in wealth management. It was a slow discovery in which I realized that I wanted to apply my own skills to truly help families rather than simply trying to sell them products. I love helping our clients...
Matt Swanson

Matt Swanson

I enjoy working in wealth management because it allows me to see the human side of the investment world. My specialty is designing scalable and efficient solutions to complex problems. I have always had a passion for finding the “right” answer. As the...
Abby Merrill

Abby Merrill

I knew I wanted to work in Wealth Management after spending time helping investors support startups in Venture Capital in Fund Management. I realized that clients are my favorite part of work and that I was passionate about supporting their growth.  My area of focus...
Adrienne Martain Black

Adrienne Martain Black

For the past 17 years, I have enjoyed serving as a trusted partner to successful business owners and families in complex areas of financial problem-solving. This complexity has ranged from managing large-scale commercial real estate development and acquisition finance...
Jeff Gumeson, CFA

Jeff Gumeson, CFA

My focus is on helping guide families through the financial decisions that define their lives. Generational wealth creates complexity and financial decisions can have a lasting impact across multiple generations. Success requires a continual assessment of financial...

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