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Our Team Members

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Jimmy Leppert

Managing Partner and Co-Founder

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Justin Wasserman

Managing Partner and Co-Founder

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Douglas Williams

Co-Founder

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Chris Cappy

Business Development

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Lucas Barrowman

Chief Financial Officer

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Alyssa Lowe

Manager of Finance and Operations

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Alex Kaminski

Director

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Kristin Oberdorf

Director

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Cameron Welter

Director

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Mandy Dye

Principal

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Darcy Winslow

Executive in Residence

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Bill Lucia

Client Advisor

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Katy Paul-Chowdhury

Client Advisor

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Evan Smith

Client Advisor

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Beverley Wright

Client Advisor

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Sara Roberts

Client Advisor

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John Pancoast

Client Advisor

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Kristi Dooley

Client Advisor

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Devon Brown

Client Advisor

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Nauman Islam

Client Advisor

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Rhonda Waters

Client Advisor

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Jim Mayhall

Client Advisor

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Cree Scott

Client Advisor

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Reggie Carney

Client Advisor

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Michael Feyen

Client Advisor

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Katie Beavan

Client Advisor

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Alan Cabello

Client Advisor

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Catherine Ach

Client Advisor

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Scott Boston

Client Advisor

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Jennifer Welty

Client Advisor

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Brent Snow

Client Advisor

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Tom Dougherty

Client Advisor

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Michelle Ridgley

Client Advisor

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John Parker

Client Advisor

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David Bloom

Client Advisor

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