Woodmont team members have various educational, professional and industry designations, ranging from CFA, CFP®, CIMA® and RICP®, to CPA, MBA, and JD. We use our collective capabilities, talents, and broad networks for the benefit of our clients.
Client Advisory Team
Stephen Frohsin
Principal
Will Edwards Settle
Principal
Grace Bennett, CFA
Principal, Chief Strategy Officer
Lindsay Youngbauer, CFP®, CIMA®, RICP®
Principal
Nicole Hughes, CPA, CFP®
COO, Director of Planning
Brian Kopinski, CFA, CIPM
Senior Vice President
Ann Taylor Knotts, CFA, CFP®
Senior Vice President
Ralph Illges
Senior Advisor
Cade Schacher, CFP®
Senior Associate
Jason Bonn, CFP®
Senior Associate
Andrew Peapos, CFP®
Associate
Jack Dupuy, CFA
Associate
