Locations:

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

Angela Carne

Senior Private Client Service Specialist

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

Lanette Dehoff

Accounting & Office Manager

Owen Demmerly, CFP®

Partner & Senior Financial Advisor

Rachael DeVeau

Financial Planner

Amir Dreams, CFP®

Senior Financial Planner

Brian Ellis

Financial Planner

Benjamin Galloway, CFP®

Senior Financial Advisor

Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Max Herbkersman, CFP®

Financial Advisor

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead

Amanda Janaszek

Associate Director & Team Lead

Jazmine McAlily

Administrative Associate

Erin McCabe, CDMP

Marketing Manager

Daniel Mong, CFP®

Partner & Senior Financial Advisor

Marcus Schafer, CFP­®, MBA

Director of Growth

Lauren Smucker

Administrative Associate

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

Holly Turner, QKA®, CRPS™, AIF®

Senior Relationship Manager

Lori Van’t Zelfden

Director, Client Communications

Christine Weit, FPQP®

Director of Client Experience