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Staff

Portfolio Management

Esther A. Barnette Portfolio Management Supervisor estherb@cpalliance.com	Jeana Maas Portfolio Trader jeana@cpalliance.com	Sharon Mort Portfolio Management Assistant sharon@cpalliance.com
Andrea Adair Portfolio Management Assistant andrea@cpalliance.com	Della Parker Portfolio Management Assistant della@cpalliance.com	Derek Oxford Portofolio Trader Derek@CPAlliance.com

401(k) Pension Plans

Gary E. Clark Director, Institutional Plans gary@cpalliance.com

Michael L. Lawton, MPA/CPM Retirement Plan Specialist mlawton@cpalliance.com

Bryan Mau Retirement Specialist bmau@cpalliance.com

Tax Department

Lee A. Burrows, CPA / PFS, MA Senior Tax Manager lburrows@cpalliance.com	Janell Repsher Tax Administrative Assistant janell@cpalliance.com	Kellee L. Kretzer Staff Accountant kellee@cpalliance.com
Holly D. Kelley, CPA Senior Accountant holly@cpalliance.com	Angela Rideout Staff Accountant arideout@cpalliance.com

Operations

Bob Herring, A+, MCP Director, Information Technology bherring@cpalliance.com	Stephanie Stewart Intern stephanie@cpalliance.com	Shaun Miller Intern shuan@cpalliance.com
Holly Faircloth Receptionist HFaircloth@cpalliance.com

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