Our Professionals

Deanne Woodring
President/Senior Portfolio Advisor
Serving public entities since 1982
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Dave Westcott
Chief Compliance Officer, Chief Investment Officer, Senior Portfolio Advisor
Serving public entities since 1977
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Sally Walton
Managing Director/Senior Portfolio Advisor
Serving public entities since 1983
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Mike Clark
Senior Portfolio Advisor
Serving public entities since 1993
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Chris Bates
Senior Fixed Income Analyst
Serving public entities since 2016
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Susan Munson
Managing Director, Senior Portfolio Advisor
Serving public entities since 1994
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Whitney Maher
Client Relationship Manager
Serving public entities since 2005
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Michael Smith
Operations Manager
Serving public entities since 2016
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