Meet The Team

Portfolio Management

Gary-Schoen

Gary T. Schoen, CFA Principal, Portfolio Manager

HIGHLIGHTS

  • CFA charter holder
  • Voting member of the investment committee

FOCUS

  • Fixed Income portfolio management
  • Equity portfolio management
  • Macro portfolio strategy
Richard-Sowden

Richard G. Sowden, Jr., CFA Principal, Portfolio Manager

HIGHLIGHTS

  • CFA charter holder
  • Voting member of the investment committee

FOCUS

  • Manager selection
  • Equity portfolio management
  • Macro portfolio strategy
John-Schmit

John A. Schmit, JD
Portfolio Manager

HIGHLIGHTS

  • Manages TRS Absolute Value Portfolio
  • Voting member of the investment committee

FOCUS

  • Manager selection
  • Equity portfolio management
  • Macro portfolio strategy

Financial And Estate Planning

Eric-Kordsmeier

Eric C. Kordsmeier, CFP® AEP® Director of Financial and Estate Planning

Establishes best practices on technical planning issues and leads efforts to continually refine our vast array of planning strategies.

Jessica-Cafferata

Jessica L. Cafferata, JD CFP® Senior Financial Planner/CCO

Facilitates financial planning content and reviews by working with Frontier advisors and clients on our firm’s extensive subject matter.

Scot-Jackson

Scot D. Jackson, CPA, CFP® Senior Financial Planner

Prepares financial planning and asset allocation reports, organizes output and software solutions and leads research to design tax-efficient portfolios and other tax savings strategies for our clients.

Relationship Management

Advise clients on a wide variety of wealth management challenges from retirement planning and executive compensation to asset protection and total return strategies.

Brian-Hattendorf

Brian S. Hattendorf
Principal

Tom-Walsh

Thomas B. Walsh, CFP®
Managing Director

Todd-Stephens

Todd L. Stephens, CFP®
Director

Ashish-Khanna

Ashish Khanna, JD
Director

Benton-Arnold

R. Benton Arnold, CFP®
Director

Hank-Adams

Henry C. “Hank” Adams Jr.
Director

Jennifer-Smith

Jennifer B. Smith
Director

Steve-Durk

Steve Durk
Director

Guy-Wayman

Guy Wayman, AIF®
Director

Brad-McConkey

Brad E. McConkey, CFP®
Director

Matt-Powers

Matt L. Powers, CFP®CRPC®
Director

John-Schlesinger

John D. Schlesinger, CFP®
Director

Stan-Stevenson

Stan Stevenson
Director

Mary-Cavaleri

Mary E. Cavaleri
Director

Bruce-Kendrick

Bruce Kendrick
Director

Ken-Petrashek

Ken Petrashek
Director

Operations and Customer Relations:

Mike-Hirsbrunner

Mike Hirsbrunner, CFA
Operations and Trading

Jeff-Galbraith

Jeff Galbraith
Operations and Trading

Casey-Kiger

Casey Kiger-Thigpen
Relationship Manager

Olivia-Rojas

Olivia Rojas
Relationship Manager