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®
Senior Vice President
Ralph Illges
Senior Advisor
Cade Schacher, CFP®
Vice President
Jason Bonn, CFP®
Vice President
Andrew Peapos, CFP®, EA
Associate
Jack Dupuy, CFA
Associate
