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, CEO. & Managing Member

Douglas Smorag

Chief Operating Officer

Cynthia Resch

Chief Investment Officer

Douglas McCreery

Vice-Chairman & Senior Client  Advisor

Therese Aigner

Senior Associate

Marian Blessing

Senior Associate

Paul Bodnar

Senior Director of Investments & Private Capital

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Jennifer Bonacci

Office Manager

Jacalyn Bruffey

Associate

Neal Colby

Chief Financial Officer

Cheryl Kravetz

Compliance & Legal Services Assistant

Judi Plescia

Senior Associate

Frank Stoner

Associate Client Service Director

Karrie Turczynskyj

Associate

Ben Wallace

Director of Investments

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Aileen Werklund

Director of Client Services

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Hillary Wise

Client Service Director

Amy R. Lorius

Senior Client Service Director

Jennifer Schott

Associate

Vesna Zeiler

Administrative Associate