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®
Principal, Chief Operating Officer
Brian Kopinski, CFA, CIPM
Principal
Ann Taylor Knotts, CFA, CFP®
Principal
Jason Bonn, CFP®
Senior Vice President
Cade Schacher, CFP®
Vice President
Jack Dupuy, CFA
Senior Associate
Andrew Peapos, CFP®, EA
Senior Associate
Bentley Greenfield
Analyst
Dawn Wendt
Analyst
