Meet the Team

David Evetts


Personal Finance Interest: Index funds

Chi Cantwell

Operations Lead

Hobby: Traveling

Katie Casey-Macias, CFP®

Program Manager Lead

Personal Finance Interest: Helping families as a social worker and military spouse

Suzanne Friday, JD, LLM

Corporate Secretary

Hobby: Watching the Steelers

Steve Georgoulakis, MBA, CFP®

Product Management Director

Interesting Fact: My oldest is in college…and it’s expensive.

Renee Joseph, CRCMP, CRVPM

Risk Officer

Personal Finance Interest: Emerging technologies

Jeff Jurgemeyer, CFP®

Program Manager Lead

Hobby: Hunting and fishing

Pressy Long, CFP®

Program Manager Lead

Hobby: Baking

Mandi Moynihan, CFP®

Program Manager Lead

Interesting Fact: Competitive swimmer for 12 years

Duke Nave, CPA, CGMA

Financial Officer

Interesting Fact: Former collegiate baseball player