Team Members

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

Investment Associate

Jacob Carson, AIF®

Institutional Client Service Specialist

Matthew R. Cellini, AIF®

Partner & Practice Lead

J. Patrick Collins Jr., CFP®, EA

Partner & CEO

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

Amir Dreams, CFP®

Senior Financial Planner

Benjamin Galloway, CFP®

Senior Financial Advisor

Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Kristina Groff, CFP®

Senior Financial Advisor

Max Herbkersman

Financial Advisor

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead

Amanda Janaszek

Associate Director & Team Lead

Anthony Knight, CFP®

Senior Financial Advisor

Jazmine McAlily

Administrative Associate

Erin McCabe, CDMP

Marketing Manager

Daniel Mong, CFP®

Partner & Senior Financial Advisor

Laura Peace

Senior Financial Advisor

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

Partner & Practice Lead

Marcus Schafer, CFP­®, MBA

Director of Growth

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

Senior Institutional Client Service Specialist

Patrick Sweeney, CFP®

Financial Advisor

Holly Turner, CRPS™, AIF®

Senior Relationship Manager

Lori Van’t Zelfden

Director, Client Communications

Christine Weit, FPQP®

Director of Client Experience