Broker Check

Meet the NCM Team

Meet the NCM Team

At Neumann Capital Management, we use a collaborative approach which means you'll have our team of wealth management experts dedicated to your financial success. 

Ekaterina Atanassov, CFA, CFP®

Partner & Wealth Manager

My passion is helping clients achieve their own visions of financial success through comprehensive wealth management strategies. I joined Neumann Capital in 2018, after consulting with the firm for several years, and have found my new...

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Caroline Gorham, CFP®

Partner & Wealth Manager

I first became interested in financial planning and investing so I could feel empowered to handle my own financial affairs. I truly enjoyed it - so much so that I decided to change careers. I joined Neumann Capital in 2016 and...

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Daniel Platt, CFA, CFP®

Partner & Wealth Manager

I joined Neumann Capital in 2019 with 20 years of experience in the financial services industry. I am excited to be using my wide knowledge base and experience to help our clients navigate all of life's surprises. A a wealth manager I...

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Ninette Hereford, CFP®

Director of Operations & Client Services

I've been in the business since 1977 and have worked for a variety of financial services companies, brokerage houses and boutique financial advisors. I've had the privilege of collaborating on wealth management strategies at Neumann...

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Daniel J. Neumann, CFA

Investment Committee Member

I founded Neumann Capital Management, LLC in 1990 and provided wealth management and investment advice for over 30 years. I retired at the beginning of 2024 but remain a member of NCM’s Investment Committee. 

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David Richardson

Investment Committee Member

I was Neumann Capital Management, LLC’s Chief Financial Officer from 1996 until my retirement at the beginning of 2024. I remain a member of NCM’s Investment Committee.

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