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THE TEAM
Sumnicht & Associates takes pride in having the following highly skilled and experienced professionals to serve our valued customers. To see the complete profile of any team member please click on the pictures below.
The Management Team: |
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Vernon C. Sumnicht, MBA, CFP® |
David E. Hackney, MBA, CPA, CFA |
Linda M. Wanta |
Robert L. Riedl, CPA, CFP®, AWMA® |
Prateek Mehrotra, MBA, CFA, CAIA |
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Chief Executive Officer |
Managing Director, Sr. Wealth Manager |
Director of Operations |
Director of Wealth Management |
Chief Investment Officer |
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The Investment Committee : |
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Vernon C. Sumnicht, MBA, CFP® |
David E. Hackney, MBA, CPA, CFA |
Robert L. Riedl, CPA, CFP®, AWMA® |
Prateek Mehrotra, MBA, CFA, CAIA |
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Chief Executive Officer |
Managing Director, Sr. Wealth Manager |
Director of Wealth Management |
Chief Investment Officer |
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The Operations Team: |
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Robert A. Mueller, CPA
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Linda M. Wanta |
Heidi B. Buhler |
Brenda J. Paltzer
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Wealth/Tax Analyst |
Director of Operations |
Operations Administrator |
Human Resources Administrator- Executive Assistant |
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