Our Team

Donna Arnold
Client Services Associate

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Gloria Avalos

Client Services Associate
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Charles Bohlen, CFA
Chief Investment Officer
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Jon Kmett
President & CFO
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Teri McCasland
Secretary, Chief Compliance Officer
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James Moylan, CFA
Lead Portfolio Manager
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Oliver Nihan
Analyst
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Charlotte Salinas

Client Services Associate
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Ed Ternan - SFEIC

Ed Ternan
Financial Advisor
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David Thomsen
Business Development
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Jon Kmett
President & CFO
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Teri McCasland
Secretary, Chief Compliance Officer
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Charles Bohlen, CFA
Chief Investment Officer
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James Moylan, CFA
Lead Portfolio Manager
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David Thomsen
Business Development
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Ed Ternan - SFEIC

Ed Ternan
Financial Advisor
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Oliver Nihan
Analyst
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Charlotte Salinas

Client Services Associate
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Gloria Avalos

Client Services Associate
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Donna Arnold
Client Services Associate

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