Meet the Team

Robert Keats

• Master of Science in Financial Planning
• CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)
• Registered Financial Advisor (U.S.)
• Registered Financial Planner (Canada)

Dale Walters

• Certified Public Accountant
• Personal Financial Specialist
• CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)

Wayne Tibbetts

• Certified Public Accountant
• Master of Science in Taxation
• Master of Business Administration in Accounting

Jon Schade

• Chief Operating Officer

Peter Eickelberg

• CHARTERED FINANCIAL ANALYST®
• Master of Arts

J. Bradford Flecke

• Attorney at Law†
• Financial Planner

Claudia Freeman

• CERTIFIED FINANCIAL PLANNER™ (U.S. and Canada)
• Master of Business Administration
• Certified Retirement Counselor (U.S.)

Juan Hernandez

• Financial Planner
• Master of Business Administration

Barry Rabinowitz

• CERTIFIED FINANCIAL PLANNER™ (U.S.)
• Master of Business Administration

Virginia Dhondt

• CERTIFIED FINANCIAL PLANNER™ (U.S.)

Sally Taylor

• Certified Public Accountant
• Personal Financial Specialist

Leslie Hamilton

• Master of Business Administration

David Levine

• Chartered Accountant
• Certified Public Accountant

Victoria Smith

• Juris Doctorate Concentrating in Business Law
• Certified Public Accountant (Arizona and Illinois)

Zdravko Daskalov

• Master in Business Administration