Our Team

WCF Role
Operations: Information Systems

WCF Role
Advisory Services: Client Services

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Senior Portfolio Manager

Patrick Corrigan, CFP®, CDFA®

WCF Role
Advisory Services: Advisor

WCF Role
Advisory Services: Client Services

WCF Role
Advisory Services: Analyst

Sara Feder, CFP®

WCF Role
Advisory Services: Associate

WCF Role
Advisory Services: Analyst

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
Advisory Services: Ambassador

WCF Role
Advisory Services: Analyst

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Operations: Human Resources

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: Client Services

Jess Layman, CFP®

WCF Role
Operations: Portfolio Reporting & Accounting

Sam Marshall, CPA, CFP®

WCF Role
Advisory Services: Associate Advisor

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: Client Services

WCF Role
Advisory Services: Associate

Jeremy Runnels, CFP®

WCF Role
Advisory Services: Advisor

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Executive Team
Operations: Director of Operations

WCF Role
Executive Team
Operations: Director of Operations

WCF Role
Advisory Services: Director of Client Services

WCF Role
Advisory Services: Analyst

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