Locations:

Edward Andoh

Private Client Service Specialist

Aaron Bayne, AAMS®

Portfolio Specialist
Jeffrey Bernfeld, CFP®, MBA

Jeffrey Bernfeld, CFP®, MBA

Partner & Practice Lead
Spencer Blair

Spencer Blair

Financial Advisor

Staci Bondura, FPQP®

Associate Director, Private Client Services

Alexander Buchholz

Investment Associate

Matthew R. Cellini, AIF®

Partner & Practice Lead
J. Patrick Collins Jr.

J. Patrick Collins Jr., CFP®, EA

Partner & CEO
Casey Crawford

Casey Crawford, CRPS™

Relationship Manager
Reiley Crosby

Reiley Crosby, CRPS™, AIF®

Senior Financial Advisor

Will Damanka

Administrative Associate

Rebecca Davis

Director of Operations

Owen Demmerly, CFP®

Senior Financial Advisor

Lydia Funk

Office Manager
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

Max Herbkersman

Financial Planner
Greg Hobson

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead
Zack Hubbard

Zack Hubbard, CFP®

Director of Financial Planning & Participant Engagement
Dan Mong

Daniel Mong, CFP®

Senior Financial Advisor

Hannah Ryan

Financial Planner

Alan Schlanger

Financial Associate

Christian Stanley, CRPS™, AIF®, NQPA™

Partner & Senior Financial Advisor

Ryan Stark

Senior Financial Planner
Laura Stoner

Laura Stoner

Director of People Operations

Monyai Stukes

Institutional Client Service Specialist
Patrick Sweeney

Patrick Sweeney

Financial Advisor