WCF Role
Operations: Information Systems

WCF Role
Advisory Services: Client Services

WCF Role
Investments: Equity Research Analyst

WCF Role
Investments: Senior Portfolio Manager

Patrick Corrigan, CFP®, CDFA®

WCF Role
Advisory Services: Advisor

WCF Role
Advisory Services: Client Services

WCF Role
Advisory Services: Associate

Sara Feder, CFP®

WCF Role
Advisory Services: Associate

WCF Role
Advisory Services: Associate

Joe Ferreira, CFP®, CPWA®

WCF Role
Executive Team
Advisory Services: Advisor

Joe Ferreira, CFP®, CPWA®

WCF Role
Executive Team
Advisory Services: Advisor

Dave Gore, CFA®

WCF Role
Investments: Senior Researcher

WCF Role
Advisory Services: Analyst

WCF Role
Operations: Human Resources

WCF Role
Advisory Services: Analyst

WCF Role
Investments: Director of Investments

WCF Role
Investments: Director of Investments

Kristen Koch, CFP®

WCF Role
Executive Team
Advisory Services: Advisor

Kristen Koch, CFP®

WCF Role
Executive Team
Advisory Services: Advisor

Alec Lance, CFA®

WCF Role
Advisory Services: Associate Advisor

WCF Role
Advisory Services: Analyst

Jess Layman, CFP®

WCF Role
Operations: Portfolio Reporting & Accounting

Alexis Marsh

WCF Role
Advisory Services: Client Services

Sam Marshall, CPA, CFP®

WCF Role
Advisory Services: Associate Advisor

WCF Role
Advisory Services: Client Services

Clay Murdy, CFP®

WCF Role
Advisory Services: Advisor

Lisa Neff, CFP®

WCF Role 
Advisory Services: Advisor

Jackson Paul Rabuck, CFP®

WCF Role
Advisory Services: Advisor

WCF Role
Advisory Services: Analyst

WCF Role
Advisory Services: Associate

Jeremy Runnels, CFP®

WCF Role
Advisory Services: Advisor

WCF Role
Executive Team
Operations: Director of Operations

WCF Role
Executive Team
Operations: Director of Operations

WCF Role
Advisory Services: Director of Client Services

James Weimer, CFP®

WCF Role
Advisory Services: Associate

Steven A Weintraub, CFP®

WCF Roles
Executive Team
Advisory Services: Advisor

Steven A Weintraub, CFP®

WCF Roles
Executive Team
Advisory Services: Advisor

WCF Role
Advisory Services: Client Services

WCF Role
Advisory Services: Client Services