Locations:

Edward Andoh, FPQP®

Private Client Service Specialist

Jeffrey Bernfeld, CFP®, MBA

Partner & Practice Lead

Emira Best

Staff Accountant

Spencer Blair

Financial Advisor

Staci Bondura, FPQP®

Associate Director & Team Lead

Justin Brown, CFA

Partner & Director of Investments

Angela Carne

Senior Private Client Service Specialist

Jacob Carson, AIF®

Relationship Manager

Matthew R. Cellini, AIF®

Partner & Practice Lead

Amber Cofield

Investment Operations Associate

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

Jason Dye, CFP­®, QKA

Portfolio Operations and Implementation Manager

Brian Ellis

Financial Planner

Samantha Facius

Marketing Associate

Benjamin Galloway, CFP®

Partner & Senior Financial Advisor

Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Lewis Goodman

Senior Technology Analyst

Max Herbkersman, CFP®

Financial Advisor

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead

Amanda Janaszek

Associate Director & Team Lead

Erin McCabe, CDMP

Senior Marketing Manager

Daniel Mong, CFP®

Partner & Senior Financial Advisor

Amber Patton-Quartz

Private Client Service Specialist

Marcus Schafer, CFP­®, MBA

Director of Growth

Bill Schirmacher, CPA

Partner & Senior Data Operations Manager

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

Aaron Tawil, CFP®

Partner, Chief Operating Officer & Chief Compliance Officer

Christine Weit, FPQP®

Director of Client Experience