Stephen M. Miller
March 12, 1992

President and Chief Executive Officer

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Pamala J. Miller
June 1, 1999

Executive Vice President, Chief Operating Officer

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Debra E. Rindler, CPA
May 3, 1993

Executive Vice President, Chief Financial Officer and Chief Compliance Officer

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Beth J. Verdoorn, CPA, CFP®
October 12, 2018

Executive Vice President, Director of Financial Planning and Tax Services

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Matthew T. Wallace
September 1, 2008

Executive Vice President, Chief Client Officer

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David L. Whipp
July 5, 2011

Vice President, Director of Operations and Portfolio Administration

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Amy M. Bishop
February 9, 2012

Senior Manager, Trading and Portfolio Administration

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Andrea L. Miller
September 14, 2018

Manager, Accounting Services

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Cory D. D. Miller
March 20, 2023

Director of Marketing

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Ginger L. Moore
September 14, 2018

Associate, Administrative Support

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Jake A. Brooks
May 18, 2011

Senior Trader and Investment Analyst, Trading and Portfolio Administration

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John W. Bishop
September 14, 2018

Senior Retirement Plan Administrator

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Kendra M. Haberman, CPA
September 14, 2018

Senior Associate, Operations and Portfolio Administration

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Lisa A. Gross
September 14, 2018

Corporate Executive Assistant

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Scott P. Buchhop
September 14, 2018

Senior Associate, Client Services and Operations

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Scott E. Denman
August 5, 2011

Manager, Client Services and Operations

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Tammy G. King
September 14, 2018

Senior Associate, Administrative Support

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Tammy Doll
Tammy S. Doll
April 5, 2024

Client Service Associate

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