How We Are a Lot Like You

Our Principals & Associates

PRINCIPALS
Mark Orgel

Mark Orgel
Chairman and Founder, Principal
Samir A. Murty

Samir A. Murty, CFA
Senior Relationship Manager, 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
Donna Murr

Donna Murr, CFP®, CDFA®
Senior Relationship Manager, Principal
rsz_evan

Evan Nelson, CFA
Relationship Manager, Principal
ASSOCIATES
Geoff Probst

Geoffrey Probst, CFP®
Relationship Manager
Jonathan Ippel

Jonathan Ippel, CFP®, CIMA®
Relationship Manager
rsz_1rsz_peter_1

Peter Atkinson, FPQP
Senior Financial Associate