MEET OUR TEAM Click on Team Member Image to Expand Ryan Kelly CEO Mitch Needelman Principal & Senior Portfolio Manager R. “Kelly” Kelly C.I.C., Principal Michael J. Ottman Executive Vice President Nancy J. Howard, CFP® Executive Vice President Lisa S. Sharp, CFP® Vice President of Client Relations Tony K. Jung COO & Sr VP Research Marilyn Clyburn Portfolio Administrator Ty Neubauer Research & Financial Planning Associate Achara Chau Research Analyst & Portfolio Manager Debbie Galloway Portfolio Administrator Chet Needelman Of Counsel Jènelle Mattingly Executive Assistant
