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Locations:
Maryland
New Jersey
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Advisory Team
Client Service & Operations
Corporate Retirement
Endowments & Foundations
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Investment Team
Marketing
Partners
Private Wealth Management
Edward Andoh
Private Client Service Specialist
Aaron Bayne, MA, APMA™, AAMS®
Portfolio 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
Jacob Carson
Institutional Client Service Specialist
Matthew R. Cellini, AIF®
Partner & Practice Lead
J. Patrick Collins Jr., CFP®, EA
Partner & CEO
Casey Crawford, CRPS™, AIF®
Relationship Manager
Reiley Crosby, CRPS™, AIF®
Senior Financial Advisor
Rebecca Davis
Director of Operations
Owen Demmerly, CFP®
Senior Financial Advisor
Amir Dreams, CFP®
Financial Planner
Benjamin Galloway, CFP®
Senior Financial Advisor
Molly Goetz, CFP®, CDFA®, MBA
Partner & Practice Lead
Max Herbkersman
Financial Planner
Gregory Hobson, CFP®, AIF®
Partner & Practice Lead
Zack Hubbard, CFP®
Director of Financial Planning & Participant Engagement
Amanda Janaszek
Associate Director & Team Lead
Jazmine McAlily
Administrative Associate
Erin McCabe, CDMP
Marketing Manager
Daniel Mong, CFP®
Senior Financial Advisor
Marcus Schafer, CFP®
Director of Growth
Lauren Smucker
Administrative Associate
Christian Stanley, CRPS™, AIF®, NQPC™
Partner & Senior Financial Advisor
Ryan Stark, CFP®
Senior Financial Planner
Laura Stoner
Director of People Operations
Monyai Stukes
Senior Institutional Client Service Specialist
Patrick Sweeney
Financial Advisor
Holly Turner, CRPS™, AIF®
Senior Relationship Manager
Lori Van’t Zelfden
Director, Client Communications
Christine Weit
Director of Client Experience