Who We Are Our Team Matthew R. Wolff, CFP®, CPA-PFS, MBA Financial Advisor 269-372-3100 matt@wfminvest.com Lisa M. Hartgraves, CPA Financial Advisor 269-372-3100 lisa@wfminvest.com Jared McNee, CFP® Financial Advisor 269-372-3100 jared@wfminvest.com Amy E. DeVries Client Services Specialist 269-372-3100 amy@wfminvest.com Lucy Kaye Client Services Representative 269-372-3100 Lucy@wfminvest.com Lisa LaFond, CCO Chief Compliance Officer 646-395-3902 llafond@swayzellc.com
