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Meet the Team

Management Team

Robert F. Keats Robert F. Keats

  • Master of Science in Financial Planning
  • CERTIFIED FINANCIAL PLANNER™ professional (U.S. and Canada)
  • Registered Financial Planner (Canada)
  • NAPFA – Registered Financial Advisor
Dale A. Walters Dale A. Walters

  • Certified Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™ professional (U.S. and Canada)
  • NAPFA – Registered Financial Advisor
Wayne A. Tibbetts Wayne A. Tibbetts

  • Certified Public Accountant
  • Master of Science in Taxation
  • Master of Business Administration in Accounting
David H. Levine David H. Levine

  • Chartered Accountant
  • Certified Public Accountant
Jon A. Schade Jon A. Schade

  • Certified Public Accountant
Peter M. Eickelberg Peter M. Eickelberg

  • CHARTERED FINANCIAL ANALYST®
  • Master of Arts
Sally A. Taylor Sally A. Taylor

  • Master of Science in Financial Planning
  • Certified Public Accountant
  • Personal Financial Specialist
  • CERTIFIED FINANCIAL PLANNER™ professional (U.S.)

Planning Professionals

J. Bradford Flecke J. Bradford Flecke

  • CERTIFIED FINANCIAL PLANNER™ professional (U.S.)
  • Attorney
Virginia E. Dhondt Virginia E. Dhondt

  • CERTIFIED FINANCIAL PLANNER™ professional (U.S. and Canada)
John E. Rice John E. Rice

  • CHARTERED FINANCIAL ANALYST®
  • CERTIFIED FINANCIAL PLANNER™ professional (U.S.)
  • Master of Business Administration
Bryant E. Andrus Bryant E. Andrus
Santina M. Michel Santina M. Michel

Tax Professionals

Linda S. Field Linda S. Field

  • Certified Public Accountant

Business Development

Jacques Raymond Jacques Raymond