Meet The Team

Deanne Woodring CFA
Deanne Woodring CFA
Principal

President, Senior Portfolio Advisor
Serving public entities since 1982
Dave Westcott CFA
Dave Westcott CFA
Principal

Chief Compliance Officer, Chief Investment Officer, Senior Portfolio Advisor
Serving public entities since 1977
Susan Munson CFP® CFIP
Susan Munson CFP® CFIP
Managing Director Senior Portfolio Advisor
Serving public entities since 1994
Mike Clark
Mike Clark
Managing Director & Senior Portfolio Advisor
Serving public entities since 1993
Whitney Maher
Whitney Maher
Client Service Manager
Serving public entities since 2005
Michael Smith
Michael Smith
Operations Manager
Serving public entities since 2016
Andy Vanlaningham
Andy Vanlaningham
Assistant Portfolio Advisor
Serving public entities since 2018
Ryan Haidar
Ryan Haidar
Operations Assistant
Serving public entities since 2018
Erik Otterholt
Erik Otterholt
Innovative Development
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