• 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

ReShelle L. Barrett, CFP®

Senior Vice President


John R. Brown III, CFP®

Chairman Emeritus


Kenneth J. Como

Executive Vice President


Kevin J. Corbett

Vice President


Rodney S. Engh, CFP®

Vice President


Ward L. Garner, CFP®

Senior Vice President


Brian Jourdan, CFP®

Vice President

Michael K. Kauffelt II, CFA

President & CEO
Co-Chief Investment Officer


Jeffry Marzina, CFP®

Executive Vice President


John Nichols, CFP®

Vice President


Edward G. Snyder, CFP®

Senior Vice President


Alison F. Wertz, CFP® CLU®

Executive Vice President


Dan Zippel

Senior Vice President

Portfolio Management


Thomas R. Beilstein, CFA

Co-Chief Investment Officer
Portfolio Manager

Andrew Demosthenous, CFA

Vice President
Equity Analyst

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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™.