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

Justin Brown, CFA

Director of Investments

Alexander Buchholz, AAMS®

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

Amir Dreams, CFP®

Financial Planner

Lydia Funk

Office Manager
Ben Galloway

Benjamin Galloway, CFP®

Senior Financial Advisor
Molly Goetz

Molly Goetz, CFP®, CDFA®, MBA

Partner & Practice Lead

Max Herbkersman

Financial Planner
Greg Hobson

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead
Zack Hubbard

Zack Hubbard, CFP®

Director of Financial Planning & Participant Engagement

Amanda Janaszek

Associate Director, Private Client Services

Erin McCabe

Marketing Manager
Dan Mong

Daniel Mong, CFP®

Senior Financial Advisor

Hannah Ryan

Institutional Client Service Specialist

Lauren Smucker

Administrative Associate

Christian Stanley, CRPS®, AIF®, NQPA™

Partner & Senior Financial Advisor

Ryan Stark, CFP®

Senior Financial Planner
Laura Stoner

Laura Stoner

Director of People Operations

Monyai Stukes

Institutional Client Service Specialist
Patrick Sweeney

Patrick Sweeney

Financial Advisor

Holly Turner, CRPS®, AIF®

Senior Relationship Manager

Lori Vant Zelfden

Director, Client Communications

Christine Weit

Director, Private Client Services