Sean Anderson

Sean Anderson

Investment Associate

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®

Client Service Specialist
Matthew R. Cellini

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

Owen Demmerly, CFP®

Financial Advisor

Lydia Funk

Administrative Associate
Ben Galloway

Benjamin Galloway, CFP®

Senior Financial Advisor
Molly Goetz

Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead
Lauren Gwinn

Lauren Gwinn, ARPC

Senior Relationship Manager
Greg Hobson

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead
Zack Hubbard

Zack Hubbard, CFP®

Financial Advisor
Dan Mong

Daniel Mong, CFP®

Financial Advisor
Cindy Mota

Cindy Mota, CFP®

Financial Planner
Greg Plechner

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

Partner & Practice Lead

Alan Schlanger

Financial Associate

Christian Stanley, CRPS®, AIF®

Partner & Senior Financial Advisor
Laura Stoner

Laura Stoner

Director of People Operations
Patrick Sweeney

Patrick Sweeney

Financial Advisor