People

Work with real people who are also real experts.

Your LNW team is made up of caring, sociable folks who just happen to be very good at wealth management.

Meet them, and get a sense of the exceptional breadth and depth you tap into when you work with us.

Team Designation

36

(CFP®)
Certified Financial Planners™

15

(CFA®)
Chartered Financial Analysts®

8

(CPA)
Accountants

6

(JD)
Attorneys

4

(CPWA)
Certified Private Wealth Advisor®

4

(CTFA)
Certified Trust Financial Advisers

3

(CAIA)
Chartered Alternative Investment Analysts

2

(CDFA®)
Certified Divorce Financial Analysts®

1

(ChSNC®)
Chartered Special Needs Consultant®

ronald
albahary
Chief Investment Officer
jacki
badal
General Counsel & Corporate Secretary
kristen
bauer
Chief Executive Officer
scott
butterfield
Vice Chair
kim
conaty
Director, Administrative Resource Group
conrad
gehrmann
Vice Chair
john
goodwin
Vice Chair & Chief Legacy Strategist
lauren
halloran
Chief Compliance Officer
chris
hauswirth
Chief Business Development Officer
trevor
hicks
Chief Technology Officer
stephen
janowsky
President, RIA
kayla
kemner
Chief Financial Officer
justina
lai
Chief Impact Officer
sherry
lehmann
Managing Director, Human Resources
kristi
mathisen
Managing Director, Tax & Financial Planning
brandon
mckerney
Chief Operating Officer
erin
moyer
Managing Director, Marketing & Communications
debra
wetherby
Founder & Wealth Manager
carla
wigen
President, Trust Services
cara
williams
Chief Client Service Officer