How We Are a Lot Like You

Our Principals & Associates

PRINCIPALS
Mark Orgel
Mark Orgel
Chairman and Founder, Principal
Samir Murty
Samir A. Murty, CFA
Managing Director, Principal
Ben Kanz
Benjamin Kanz, CFA, MBA
Managing Director, Principal
Mark Boser
Mark Boser, MBA, AIF®
Director of Retirement Plans, Principal
Troy J. Mertens
Troy J. Mertens
Chief Operating Officer, Principal
Aaron Reynolds
Aaron Reynolds, CFA, CAIA, MBA, CFP®
Director of Research, Principal

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