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Our Team PDF  | Print |  E-mail

Our Leadership Team

  • John C. Whaley, CFA®, AIF®, CEO and Chief Investment Officer - Read More

  • Chad Griffeth, AIF®, President - Read More

  • Mark Hoppe, Fiduciary Process and Portfolio Analyst - Read More

  • Sharon Whaley, Director of Administration- Sharon has over 25 years of accounting experience and over 16 years of office administration experience. She was instrumantal in helping EWS, her former employer, become ISO 9002 certified. She converted the company's manual accounting system to a Windows based construction accounting software program. Sharon was responsible for all accounting functions, human resource, insurance and workmen's comp issues and union relationships. She also has 5 years of internal auditing experience with one of Michigans largest commercial banks. Sharon has bachelor of Science degree in Accounting from Madonna University.
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  • Tom Bryson, Participant Services Coordinator / Bilingual in Spanish - Read More
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