Locations:

Drew Altemose

Analyst

Edward Andoh, FPQP®

Private Client Service Specialist

Jeffrey Bernfeld, CFP®, MBA

Partner & Practice Lead

Spencer Blair

Financial Advisor

Staci Bondura, FPQP®

Associate Director & Team Lead

Justin Brown, CFA

Director of Investments

Alexander Buchholz, MBA, AAMS

Investment Associate

Mickey Bueno

Financial Advisor

Angela Carne

Senior Private Client Service Specialist

Jacob Carson, AIF®

Institutional Client Service Specialist

Brant Cavagnaro, CFA, CFP®, ECA

Partner & Senior Financial Advisor

Matthew R. Cellini, AIF®

Partner & Practice Lead

J. Patrick Collins Jr., CFP®, EA

Partner & CEO

Tim Daly, CPA, CFP®

Senior Analyst

Casey Crawford, CRPS™, AIF®

Senior Relationship Manager

Reiley Crosby, CRPS™, AIF®

Partner & Senior Financial Advisor

Rebecca Davis

Partner & Director of Operations

Timothy J. Decker, AIF®

Partner & Managing Director

Lanette Dehoff

Accounting & Office Manager

Owen Demmerly, CFP®

Partner & Senior Financial Advisor

Chloe Denning, CFP®

Senior Analyst

Rachael DeVeau

Financial Planner

Amir Dreams, CFP®

Senior Financial Planner

Emma Eby, CFP®

Analyst

Brian Ellis

Financial Planner

Sanjare Ferdinand, FPQP®

Partner, Associate Director & Team Lead

Benjamin Galloway, CFP®

Senior Financial Advisor

Katharine George, CFP®, AEP®

Partner & Senior Financial Advisor

Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Lewis Goodman

Senior Technology Analyst

Michael Goodman, CPA/PFS, CFP®

Partner, President & Chief Strategy Officer

Matt Gordon, CFP®, RLP®

Partner & Senior Financial Advisor

Kristina Groff, CFP®

Senior Financial Advisor

Max Herbkersman, CFP®

Financial Advisor

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead

Amanda Janaszek

Associate Director & Team Lead

Michael Kimmel, CFP®

Partner & Senior Financial Advisor

Anthony Knight, CFP®

Senior Financial Advisor

Jazmine McAlily

Administrative Associate

Erin McCabe, CDMP

Marketing Manager

Brenna McLoughlin, CFP®, GFP Fellow

Partner & Senior Financial Advisor

Daniel Mong, CFP®

Partner & Senior Financial Advisor

Andrew Nell, CFP®

Senior Financial Advisor

Joe Orff, CFA, CFP®

Partner, Senior Financial Advisor & Head of Investment Research

Paul Papillo, CFP®

Analyst

Amber Patton-Quartz

Senior Client Service Specialist

Laura Peace

Senior Financial Advisor

Jimmy Perriello, CFP®

Financial Advisor

Greg Plechner, CFP®, ChFC®, CLU®, CASL®, EA

Partner & Practice Lead

Kayla Sabbagh, CFP®

Senior Analyst

Rohan Sagar

Analyst

Marcus Schafer, CFP­®, MBA

Director of Growth

Bill Schirmacher, CPA

Partner & Senior Data Operations Manager

Kareen Singh

Client Service Specialist

Eric Siss, CFP®

Partner & Senior Financial Advisor

Lauren Smucker

Administrative Associate

Jeremy Stack, CFP®

Financial Advisor

Christian Stanley, CRPS™, AIF®, NQPC™

Partner & Senior Financial Advisor

Ryan Stark, CFP®

Director of Financial Planning & Participant Engagement

Laura Stoner

Director of People Operations

Monyai Stukes, CRPS™

Senior Institutional Client Service Specialist

Patrick Sweeney, CFP®

Financial Advisor

Aaron Tawil, CFP®

Partner, Chief Operating Officer & Chief Compliance Officer

Michelle Torres

Senior Client Service Specialist

Holly Turner, QKA®, CRPS™, AIF®

Senior Relationship Manager

Lori Van’t Zelfden

Director, Client Communications

Christine Weit, FPQP®

Director of Client Experience