We choose to be at Sapient because we want to be part of something different, something larger than ourselves. We believe serving others is a higher calling and our focus is solely on the financial well-being of our clients. We are experienced, technically proficient, empathetic and we exercise sound judgment.
Dina Ahten
Compliance Manager
Ross Anderle, CFP®
Wealth Manager | Wealth Planning Committee
Michelle Beery
Client Concierge
Laura Chen
Client Relationship Manager
Jake Eld, CFA, CAIA
Chief Investment Officer | Investment Committee Chair
Alex Erwin
Client Relationship Manager
Greg Erwin
Principal | Chief Executive Officer | Chief Compliance Officer | Wealth Manager | Investment Committee | Wealth Planning Committee
John Flaxel
Senior Research Analyst | Investment Committee
Dennis Konrady
Principal | Wealth Manager | Investment Committee | Wealth Planning Committee
Mitchell Lewis, CFP®
Wealth Manager | Wealth Planning Committee
Jonathan Riddle, CPWA®
Chief Operating Officer
Sean Ritchie, CFP®
Wealth Manager | Wealth Planning Committee
Sarah Skortman
Client Relationship Manager
Sandi Sperry, CFP®
Wealth Manager | Investment Committee | Wealth Planning Committee
