Locations:

Edward Andoh

Private Client Service Specialist

Aaron Bayne

Portfolio Specialist
Jeffrey Bernfeld, CFP®, MBA

Jeffrey Bernfeld, CFP®, MBA

Partner & Practice Lead
Spencer Blair

Spencer Blair

Financial Advisor
Robert W. Bogue, Jr.

Robert W. Bogue, Jr., CFA

Partner & Senior Financial Advisor

Staci Bondura, FPQP®

Associate Director, Private Client Services

Alexander Buchholz

Investment Associate

Matthew R. Cellini, AIF®

Partner & Practice Lead
J. Patrick Collins Jr.

J. Patrick Collins Jr., CFP®, EA

Partner & CEO
Casey Crawford

Casey Crawford

Relationship Manager
Reiley Crosby

Reiley Crosby, CRPS®, AIF®

Senior Financial Advisor
Sarah Cunningham

Sarah Cunningham

Marketing Director

Rebecca Davis

Director of Operations

Timothy J. Decker, AIF®

Partner & Managing Director

Owen Demmerly, CFP®

Financial Advisor

Lydia Funk

Office Manager
Ben Galloway

Benjamin Galloway, CFP®

Senior Financial Advisor
Molly Goetz

Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Kristina Groff, CFP®

Senior Financial Advisor
Lauren Gwinn

Lauren Gwinn, ARPC

Senior Relationship Manager

Max Herbkersman

Financial Planner
Greg Hobson

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead
Zack Hubbard

Zack Hubbard, CFP®

Director of Financial Planning & Participant Engagement

Amanda Janaszek

Associate Director, Private Client Services
Dan Mong

Daniel Mong, CFP®

Financial Advisor

Laura Peace

Senior Financial Advisor
Greg Plechner

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

Partner & Practice Lead

Hannah Ryan

Financial Planner

Alan Schlanger

Financial Associate

Lauren Smucker

Administrative Associate

Christian Stanley, CRPS®, AIF®, NQPA™

Partner & Senior Financial Advisor
Laura Stoner

Laura Stoner

Director of People Operations

Monyai Stukes

Institutional Client Service Specialist
Patrick Sweeney

Patrick Sweeney

Financial Advisor

Lori Vant Zelfden

Director, Client Communications

Christine Weit

Director, Private Client Services