How We Are a Lot Like You

Our Principals & Associates

PRINCIPALS
Mark Orgel
Mark Orgel
Chairman and Founder, Principal
Samir Murty
Samir Murty, CFA
Managing Director, Principal
Ben Kanz
Benjamin Kanz, CFA, MBA
Managing Director, Principal
Mark Boser
Mark Boser, AIF®, MBA
Director of Retirement Plan Services, Principal

ASSOCIATES
Donna Murr
Donna Murr, CFP®, CDFA®
Relationship Manager
Geoff Probst
Geoffrey Probst
Relationship Associate
rsz_evan
Evan Nelson, CFA
Research Analyst/Relationship Associate
Jonathan Ippel
Jonathan Ippel, CFP®
Relationship Associate
rsz_1rsz_peter_1
Peter Atkinson, RP®
Senior Financial Associate