• Our Associates

    Meet A Few Of Our Associates

    Each of the financial professionals at Bill Few Associates is an experienced, thoroughly trained professional financial manager.

Financial Advisor and Investment Professionals

Each shares a quality that distinguishes her or him from the regiments of advisors at the large national investment houses: a commitment to helping a select group of clients care for their money through long-term, personal relationships.

Every one of our investment and financial advisor professionals brings sweeping expert knowledge and first-hand experience to work on your behalf, every day and with every interaction.

Financial Advisors

Barrett001

ReShelle L. Barrett, CFP®

Senior Vice President

Brown2

John R. Brown III, CFP®

Chairman Emeritus

Como2

Kenneth J. Como

Executive Vice President

Corbett2

Kevin J. Corbett

Vice President

Engh058b

Rodney S. Engh, CFP®

Vice President

Garner2

Ward L. Garner, CFP®

Senior Vice President

Jourdan.Brianfx2

Brian Jourdan, CFP®

Vice President

Kauffelt121

Michael K. Kauffelt II, CFA

President & CEO
Co-Chief Investment Officer

Marzina101

Jeffry Marzina, CFP®

Executive Vice President

Nichols172

John Nichols, CFP®

Vice President

Snyder140

Edward G. Snyder, CFP®

Senior Vice President

Wertz218

Alison F. Wertz, CFP® CLU®

Executive Vice President

Zippel039fx

Dan Zippel

Senior Vice President


Portfolio Management

Beilstein2

Thomas R. Beilstein, CFA

Co-Chief Investment Officer
Portfolio Manager

Vargo424 mt nebo2fx

Tammy M. Vargo

Senior Vice President
Portfolio Manager

The Center for Fiduciary studies owns the AIR®certification mark.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and Certified Financial Planner™.