Our People

Scott attended The Ohio State University and graduated with a Bachelor of Science in Business Administration in 1984. He has been practicing in the financial services industry since 1985, specializing in all aspects of Retirement Planning Services including Pension, Employee Benefits, Profit Sharing Plan Funding, IRA’s, Estate Planning for individuals and small businesses, as well as Individual Financial Planning.

Scott was ranked among the "Top Ten" list of financial planners in the Greater Columbus area by Business First Magazine (2007 issue). Most recently, Scott received the Readers' Choice Award for "Best Financial Planner" in central Ohio by the Suburban News Publications.

He is currently an Investment Advisor Representative through Invicta Capital, LLC and Investment Advisory Services through Invicta Advisors, LLC, and holds designations of Registered Financial Consultant (RFC) and Chartered Financial Consultant (ChFC). Scott has a General Securities Series 7 and Life & Health license. He is a member of The Financial Planning Association (FPA) and the Columbus Association of Insurance and Financial Advisors (CAIFA).

Scott enjoys utilizing educational workshops as a way to educate and inform clients. The Ohio State University, Columbus City Schools, Eastland Career Center, The Delaware Licking County and Fairfield Joint Vocational Schools have all sponsored Scott’s workshops. He promotes his own professional excellence by attending numerous industry workshops, educational courses and readings.

When he is not working, he is an avid boater and enjoys water and snow skiing.  Scott also enjoys golf, tennis, soccer, volleyball and attending car shows.

Debbie has over 20 years of experience in financial services as a registered Paraplanner with a background in office management and accounting. She holds a General Securities Series 6. Exceptional customer service is our priority!

Phil and his wife of over 40 years live in his hometown of Upper Chichester. They have two daughters and two energetic grandchildren. Phil's favorite hobbies are swimming and investing in real estate.

In 1982, Phil entered the financial services business with a small mid-western company that taught him caring for the client was not the most important thing, but the only thing. He has built his business on this philosophy and is committed to treating each client as a person, not a number.

While experience, education and knowledge are extremely important to Phil, he attracts clients because of his personal and caring manner. His clients appreciate the individualized professional service they receive.

Greg has been married for over 20 years and has two adorable school-aged children.  When Greg is not at work, he enjoys spending time with his family and being involved with his church.

Many people have had an experience where they went to a store and were sold something they didn't want or need. That can also happen to people when they go to a financial advisor. This is often caused by a lack of advisor knowledge or skills. As a CFP® Professional, Greg is committed to continuing his education and researching new financial planning products and tools. In 2009 Greg earned his Master of Science degree in Financial Services. Greg combines this knowledge with the analytical skills he gained as an electrical engineer to develop innovative and imaginative solutions for his clients' problems.

Jonathan D. LaCrosse is the Co-Founder of Gabriel Horn Capital, LLC, an alternative investment placement firm dedicated to raising capital for funds and deals. He has more than 20 years of alternative investment experience, including fundraising sales in excess of $4.5 billion in assets, investing more than $4 billion in 165 funds, secondaries and co-investments, and roles on 35 Board Director and Advisory Boards.

Previously, he was Co-Founder, President and CEO of Trusted Insight, Inc, the largest online alternative investment marketplace focused on matching investments across new funds, secondary transactions and co-investments. Members include 400+ institutional investors from 90 countries. During his tenure at Trusted Insight, Mr. LaCrosse led a Series A financing from premier venture capitalists and leading financial technology angel investors. From 2006-2009, Mr. LaCrosse was a Founding Partner of Centinela Capital Partners, LLC (separate accounts with CalPERS), an alternative investment fund-of-funds with over $1 billion of assets under management and a focus on emerging managers. He was an investment committee member involved in the approval of over $825 million to 41 deals and served on 7 advisory boards.

From 1994-2006, Mr. LaCrosse was an Investment Officer at the Robert Wood Johnson Foundation where he was in charge of its private equity, below investment grade credit and real assets strategies, including sourcing, executing, and monitoring investments. He led all efforts with regards to due diligence on investment proposals, the negotiating and structuring of key investment terms in partnership agreements, building of financial models and the trading of in-kind distributions from leveraged buyout and venture capital funds. Mr. LaCrosse was responsible for investing over $3.1 billion in 121 alternative investment funds, including over $730 million in 37 emerging manager funds. While at the Robert Wood Johnson Foundation, Mr. LaCrosse served on 25 advisory boards across the following types of funds: buyouts, venture capital, growth, secondary, mezzanine, distressed, real estate, timber, and fund-of-funds.

Mr. LaCrosse earned an M.B.A. from Rider University and B.S. from Rowan Uni8versity. He holds the Series 7, 63, and 79 securities licenses.

Brett A. Nelson is the Co-Founder and Managing Partner of Gabriel Horn Capital, LLC, an alternative investment placement firm dedicated to raising capital for funds and direct deals. He has more than 23 years of alternative investment experience, including global fundraising sales, serving on advisory boards and investing more than $8 billion in 190 funds, secondaries and co-investments.

Previously, Brett was Co-Founder of Bright Harbor Advisors – a global placement advisory firm -that provided fund raising, origination, due diligence, positioning, and transaction negotiation advisory services for private equity funds including buyouts, venture capital, growth, secondary, credit, distressed, real assets, royalty, clean-tech and fund-of-funds. He also advised on the secondary sale and restructuring of client’s fund investments.

Prior to that he was a Principal and Head of Global Private Equity for Aon Hewitt, a $2 trillion AUM consulting firm providing customized discretionary and non-discretionary alternative asset advisory services. In this capacity he was responsible for portfolio design, investment selection, and asset allocation to global institutional clients. In addition, he created and served as President & CEO of the firm’s Secondary Market Services, assisting clients with the liquidity of private market partnerships.  He was also a Member of Infrastructure and Real Estate Investment Committees.

Previously, he was a Principal of INVESCO Private Capital investing in private equity partnerships and secondaries. He was a member of the investment team for INVESCO Global Fund III and the Millennium Fund II – Fund-of-Funds focused on buyout, venture capital and special situations. He was also responsible for identifying investments, providing alternative asset advisory services and maintaining client relationships for large public pension plans.

He began his finance career with Price Waterhouse Coopers LLC specializing in corporate finance.

He holds a B.S. degree in Electrical Engineering from Villanova University and a MBA from the LeBow College of Business at Drexel University and completed continuing education course work in Management at The University of Pennsylvania. He holds the Series 7, 63, 65 & 39 licenses.

Mike Wren is a Vice President at Gabriel Horn Capital LLC, where he is responsible for fundraising efforts for Gabriel Horn Capital’s alternative investment funds and direct deals. He has over 15 years’ experience in the investment industry including 10+ years in an outsourced placement capacity with a wide range of investment strategies.

Previously, Mike was a Managing Director with Hamersley Partners LLC, a boutique sales and marketing firm working with traditional and alternative investment management firms across the United States and Canada. While at Hamersley Partners, he was part of team that raised north of $4.5 billion in assets from institutional investors around the globe. Prior to joining Hamersley Partners, he worked with Parker Point Capital in a similar capacity engaging in institutional marketing for investment managers. Concurrently while working with Parker Point, he also managed the team of research analysts with Brighton House Associates, an investment marketing research firm. Prior to that, he held positions at both John Hancock Distributors and Evergreen Investments working in retail sales and client service respectively.

Mr. Wren is a graduate of Salve Regina University with a BA in History. He holds the Series 6, 7, and 63 securities licenses.

Juan Lopez is a Vice President at Gabriel Horn Capital LLC (“GHC”). Prior to joining Gabriel Horn Capital, Juan was leading investor relations and impact investment initiatives as a Partner at Health Innovation Capital, a performance-based impact venture capital firm. Prior to Health Innovation Capital, Juan was a Client Portfolio Manager for Madera Technology Partners; a boutique alternative investment management firm specializing the use of data science to invest in publicly listed securities as well as private capital transactions; with a focus on new and emerging disruptive technologies. Prior to Madera, Juan has served as the Investment Officer for the Municipal Annuities and Benefit Fund of Chicago (MEABF), where he led the plan’s $5 billion investment portfolio across asset classes; including private equity. Prior to MEABF, Juan was an Investment Officer for the Teachers’ Retirement System of the State of Illinois (IL TRS), where he served on the plan’s Private Equity Oversight Committee which deployed approximately $1.2 billion in annual private equity commitments. Juan also led the plan’s $1 billion Emerging Managers Program.

Mr. Lopez has an BS in finance from the University of Illinois at Urbana-Champaign and an MBA from the University of Chicago, where he was a Robert Toigo Fellow. Juan is a Chartered Alternative Investment Analyst (CAIA) and is pursuing the CFA’s Certificate in ESG investing. Juan has his FINRA Series 7, 63, and Series 79 licenses.

Over the course of his 25+ year career in Institutional Sales, Mike has served as Senior Vice President for financial institutions such as Nuveen, Morgan Stanley and Schroder Investment Management.  He has successfully raised more than $3B from both the public and private sectors.  Along the way, cultivating deep relationships with Institutions, Registered investment Advisors (RIA’s), Independent Broker Dealers, Family Offices and Ultra High net Worth Individuals.

Mike brings the diversified skill sets of deal sourcing & sponsor due diligence, raising capital/product distribution and business development consulting. His product knowledge & experience includes mutual funds, separately managed accounts, non-traded REIT's, Reg D's & private placements, hedge funds, and master limited partnerships.  After spending many years in corporate finance & institutional sales, Mr. Kinney wanted to focus more on private, alternative investments and started Capital Group LLC, a boutique placement agency based in Northern Colorado.

B.A. in Economics from Wheaton College in 1994.

Series 7 & Series 63 licensed.

Prior to founding Arch Street Advisors in 2008, Larry was a partner for seven years at Independence Capital Partners (ICP), a group of Private Equity and Real Estate Funds with over $12 billion under management. At ICP, he helped launch and raise several new private equity platforms including the Quaker Partners, healthcare and life science growth equity and venture funds ($700 million in capital), the Versa Capital special situations funds ($950 million in capital), the LBC Credit corporate mezzanine funds ($940 million in capital), the Rubenstein Partners Real Estate Office Fund ($400 million in capital), and the Patriot Community Bank Fund ($300 million in capital). He also raised over $1 billion for the LLR Partners middle market buy out and growth equity funds.

Prior to joining ICP in 2002, Larry was a venture partner at Edison Partners, a growth equity fund with over $1.4 billion under management, where he sourced, structured, negotiated, conducted due diligence and closed on new investments.  In addition, Mr. Hollin served as Vice President of Private Equity for Penn Mutual Life Insurance Company, an insurance firm with $100 billion in assets.  Prior to Penn Mutual, Larry founded First Atlantic Company, a venture consulting firm, which assisted over 50 emerging growth and technology firms.

In addition to his private equity background, Larry was a U.S. Congressional Candidate in the 2^nd Congressional District of Pennsylvania, holds a J.D. from the University of Pennsylvania Law School and is a member of the Pennsylvania Bar.  He graduated Magna Cum Laude from both the University of Pennsylvania’s Wharton School, as well as the University’s College of Arts and Sciences.  He has served as a member of the Investment Committee for the Ben Franklin Investment Funds and has chaired the LP outreach committee for the ACG M&A East Conference.  He has been a featured speaker at NASBIC/SBIA, Capital Roundtable, the CIO Summit and other industry events.