| Date | Description |
|---|
| 2023-07-24 |
insert person Jack McGrath |
| 2023-04-04 |
update person_title Matthew C. Jessup: Chief Executive Officer / Chief Compliance Officer Managing Partner; Chief Executive Officer; Managing Partner => Chief Executive Officer / Chief Compliance Officer Managing Partner; Chief Executive Officer; Chief Compliance Officer; Managing Partner |
| 2023-03-03 |
update person_description Megan Manta => Megan Manta |
| 2023-01-30 |
update person_title Taylor Ledbetter: Wealth Advisor => Wealth Advisor / Paraplanner |
| 2022-11-27 |
update person_description Kellie Endres => Kellie Endres |
| 2022-10-27 |
delete person Sydney Huck |
| 2022-08-22 |
delete person Zachary Singleton |
| 2022-08-22 |
insert person Megan Manta |
| 2022-05-22 |
delete person Ryan McEvily |
| 2022-05-22 |
insert person Nicole Knoblach |
| 2022-05-22 |
insert person Zachary Singleton |
| 2022-05-22 |
update person_title Aaron Cramer: Wealth Advisor => Wealth Advisor, CFP® Professional |
| 2022-05-22 |
update person_title Jenna Rittenhouse: Marketing Director => Director of Marketing |
| 2022-04-20 |
delete person Audrey Strietz |
| 2022-04-20 |
update person_description Matthew C. Jessup => Matthew C. Jessup |
| 2022-04-20 |
update person_description Taylor Ledbetter => Taylor Ledbetter |
| 2022-04-20 |
update person_title Taylor Ledbetter: Financial Planning Intern => Wealth Advisor |
| 2021-12-19 |
insert person Audrey Strietz |
| 2021-07-24 |
insert person Kellie Endres |
| 2021-06-22 |
delete cfo Nick Whitaker |
| 2021-06-22 |
insert otherexecutives Nick Whitaker |
| 2021-06-22 |
update person_title Nick Whitaker: Director of Finance => Director of Research |
| 2021-05-22 |
insert cfo Nick Whitaker |
| 2021-05-22 |
delete person Kaitlyn Scala |
| 2021-05-22 |
insert person Nick Whitaker |
| 2021-01-28 |
insert cmo Jenna Rittenhouse |
| 2021-01-28 |
insert person Kaitlyn Scala |
| 2021-01-28 |
insert person Megan Coleman |
| 2021-01-28 |
update person_description Jenna Rittenhouse => Jenna Rittenhouse |
| 2021-01-28 |
update person_description Sarah Grant => Sarah Grant |
| 2021-01-28 |
update person_title Aaron Cramer: Paraplanner => Wealth Advisor |
| 2021-01-28 |
update person_title Jenna Rittenhouse: Receptionist => Marketing Director |
| 2020-09-24 |
insert person Jenna Rittenhouse |
| 2020-09-24 |
update person_title Sarah Grant: Receptionist => Client Service Associate |
| 2020-09-24 |
update person_title Sydney Huck: Office Administrator => Client Service Associate |
| 2020-07-14 |
insert person Taylor Ledbetter |
| 2020-05-19 |
delete ceo Erich Rathje |
| 2020-05-19 |
delete coo Erich Rathje |
| 2020-05-19 |
delete person Erich Rathje |
| 2020-03-19 |
delete person Kellie Endres |
| 2020-03-19 |
insert person Sarah Grant |
| 2020-02-18 |
update person_title Aaron Cramer: null => Paraplanner |
| 2019-12-14 |
insert person Sydney Huck |
| 2019-05-14 |
update person_description Matthew C. Jessup => Matthew C. Jessup |
| 2019-04-06 |
update person_title Aaron Cramer: Intern => null |
| 2018-12-12 |
delete founder Matthew C. Jessup |
| 2018-12-12 |
delete president Matthew C. Jessup |
| 2018-12-12 |
insert ceo Erich Rathje |
| 2018-12-12 |
insert ceo Mark McEvily |
| 2018-12-12 |
insert ceo Matthew C. Jessup |
| 2018-12-12 |
insert chiefinvestmentofficer Mark McEvily |
| 2018-12-12 |
insert coo Erich Rathje |
| 2018-12-12 |
delete person Kristen Meehan |
| 2018-12-12 |
update person_description Mark McEvily => Mark McEvily |
| 2018-12-12 |
update person_description Matthew C. Jessup => Matthew C. Jessup |
| 2018-12-12 |
update person_title Erich Rathje: Wealth Manager => Chief Operating Officer; Managing Partner |
| 2018-12-12 |
update person_title Kellie Endres: Client Service Associate => Office Administrator |
| 2018-12-12 |
update person_title Mark McEvily: Wealth Manager; Second Wealth Manager => Chief Investment Officer; Managing Partner |
| 2018-12-12 |
update person_title Matthew C. Jessup: Owner; Founder; President => Chief Executive Officer; Managing Partner |
| 2018-08-06 |
insert person Aaron Cramer |
| 2018-08-06 |
insert person Kristen Meehan |
| 2017-05-13 |
insert person Kellie Endres |
| 2017-01-20 |
delete person Aly Konop |