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Advisory Services Team


Russ Reinhart, CFP®

Russ Reinhart, CFP®

Senior Director of WCAP Business
William J. Malla, CPA

William J. Malla, CPA

Vice President / Controller
Brandy N. Weiberg

Brandy N. Weiberg

Vice President / Director of RIA Solutions
Edward ("Gary") Wirwille, AIFA, RPA, CRPC®

Edward ("Gary") Wirwille, AIFA, RPA, CRPC®

Vice President, Retirement Plans
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