Locations:

Edward Andoh, FPQP®

Private Client Service Specialist

Aaron Bayne, MA, SE- AWMA®, APMA™, AAMS®

Senior Portfolio Specialist
Jeffrey Bernfeld, CFP®, MBA

Jeffrey Bernfeld, CFP®, MBA

Partner & Practice Lead
Spencer Blair

Spencer Blair

Financial Advisor

Staci Bondura, FPQP®

Associate Director & Team Lead

Justin Brown, CFA

Director of Investments

Alexander Buchholz, MBA, AAMS®

Investment Associate

Jacob Carson, AIF®

Institutional Client Service Specialist

Matthew R. Cellini, AIF®

Partner & Practice Lead
J. Patrick Collins Jr.

J. Patrick Collins Jr., CFP®, EA

Partner & CEO
Casey Crawford

Casey Crawford, CRPS™, AIF®

Relationship Manager
Reiley Crosby

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

Amir Dreams, CFP®

Senior Financial Planner
Ben Galloway

Benjamin Galloway, CFP®

Senior Financial Advisor
Molly Goetz

Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Max Herbkersman

Financial Advisor
Greg Hobson

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead

Amanda Janaszek

Associate Director & Team Lead

Jazmine McAlily

Administrative Associate

Erin McCabe, CDMP

Marketing Manager
Dan Mong

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

Senior Institutional Client Service Specialist
Patrick Sweeney

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