Who We Are

We are a service-driven family office advising a select number of affluent families. 

We comprehensively manage families financial interests.  

Our diverse team of experts go the extra mile and give our clients peace of mind.

James W. Wert

Chairman, Board of Members & Senior Client Advisor

Douglas Smorag

Chief Operating Officer

Cynthia Resch

Chief Investment Officer

Douglas McCreery

CEO & Managing Member

Therese Aigner

Senior Associate

Marian Blessing

Senior Associate

Paul Bodnar

Senior Director of Investments & Private Capital

Jennifer Bonacci

Office Manager

Jacalyn Bruffey


Neal Colby

Chief Financial Officer

Cheryl Kravetz

Compliance & Legal Services Assistant

Judi Plescia

Senior Associate

Karrie Turczynskyj


Ben Wallace

Director of Investments

Aileen Werklund

Director of Client Services

Hillary Wise

Client Service Director

Amy R. Lorius

Senior Client Service Director

Jennifer Schott


Vesna Zeiler

Administrative Associate

Theresa Inman