OUR CULTURE

Our team is full of dedicated financial professionals who are passionate about helping our clients formulate a plan that achieves both their financial and personal goals. Despite our locations around the country, our teams communicate constantly and a driving principle of our firm is that success is built through commitment, integrity and teamwork. No one at Exencial takes that lightly.

Meet our employees, explore our team structures, and discover the people that make Exencial unique.

Find the team that's right for you.

$ 5.04 *

BILLION AUM

107

EMPLOYEES

3357

CLIENTS

13

OFFICES

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Ada Cartright, CPA, PFS

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Alex Klingelhoeffer, CFA, CFP®

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Ami Black, MBA

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Amy Sewell, CPA

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Ashley Patterson

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Ashtin Bell

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Austin Winsett, CPA

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Becky Carpenter

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Benjamin Courtney

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Brandi Simmons

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Brendan Smith, CPA, CFP®

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Brennon Hawkins, MBA

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Bryan Rentschler

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Caleb Dillard, CFA

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CALEB STINSON

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Cassandra Colon

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Cheryl Belk

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Chris Meeks, CPA

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Christine Blumenthal

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Craig Wezenski, MBA

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Crystal Lewis

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David W Bregger, CFP®

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David Johnson

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David Poudrier, CFP®

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David Totah, CFP®

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Delia Garcia

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Derek Northup, CPA

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Derrick Longo, MBA

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Dodie LaPiana

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Don Pace, CPA

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Dustin Schuetz

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Erica Williams

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Galen Rasche

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James Bailey, CFP®

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Jared Snider, JD

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Jasen Wallace, CFP®

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Jason Brown, MBA

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Jean Wilczynski, CFP®

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Jeff Baty

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Jeffrey Hibbeler, CFA

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Jerry Georgopoulos, JD

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John Brown

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John Burns, CFP®

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Jon Burckett-St. Laurent

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Jose Rojas

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Julia Ellingwood, CPA

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Julie Cavanaugh

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Karen Boschert, CRPC®

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Kaye Haverstock Tahiliani

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Kehoness James

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Kristin Carlton, CFP®

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Kyle Hafstad

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Lori Stephenson

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Mary Savage

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Matt MacWilliams, CFP®

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Matt Weinheimer, CFP®

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Michael Conerly, CFA

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Michael R. McGlashen, J.D., CEPA

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Michael Wayasamin, CRPC®

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Michelle Murphy

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Miguel Rundstrom-Holguin

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Mona Crone

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Murphy Burns

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Nancy Chapman, CPA

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Nick Piselli

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Norma Nieto

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Patrick Smith, CFA

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Pete Trontis, CFA

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Peter Hunt, CFP®, CTFA

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Philip “Rusty” Ross, CPA

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Randy Farina, CFA

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Spencer Noble

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Steven Hamilton

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Taylor Gill

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Tim Courtney, CIMA

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Tony Saltarski