Our Mission: Helping Clients Achieve their Financial Goals

Appleseed Capital’s mission has been to help its clients reach their financial goals for more than a quarter of a century. Over the years, we have helped our clients navigate through several challenging investing environments, and we have formed decades-long relationships with our clients and their families.

Adam Strauss, CFA

Co-CEO & Portfolio Manager
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Bill Pekin, CFA

SVP & Portfolio Manager
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Josh Strauss, CFA

Co-CEO & Portfolio Manager
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Neeraj Bahl, CFA


Matthew Blume, CFA

Wealth Manager & Director of ESG Research
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Brandon Hardy

SVP & Wealth Manager
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Shaun Roach, CFA

Assistant Portfolio Manager


Colin Rennich, CFP

Director of Sales

Alex Kuznetsov, CFA


Erin Kelsey

Financial Planner
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Sharon Bowler

Client Service Associate

Troy Cam


Jennifer Dunlap

Compliance Officer


Patrick Herrington

Chief Compliance & Operating Officer

Karen Pratt

Office Manager & Client Service Representative


Annie Rijks

Associate Advisor

Kathleen Siojo

Client Service Associate

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