Locations:

Edward Andoh

Private Client Service Specialist

Aaron Bayne

Portfolio Specialist
Jeffrey Bernfeld, CFP®, MBA

Jeffrey Bernfeld, CFP®, MBA

Partner & Practice Lead
Spencer Blair

Spencer Blair

Financial Advisor
Robert W. Bogue, Jr.

Robert W. Bogue, Jr., CFA

Partner & Senior 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

Relationship Manager
Reiley Crosby

Reiley Crosby, CRPS®, AIF®

Senior Financial Advisor
Sarah Cunningham

Sarah Cunningham

Marketing Director

Rebecca Davis

Director of Operations

Owen Demmerly, CFP®

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®

Financial Advisor

Hannah Ryan

Financial Planner

Alan Schlanger

Financial Associate

Christian Stanley, CRPS®, AIF®, NQPA™

Partner & Senior Financial Advisor
Laura Stoner

Laura Stoner

Director of People Operations

Monyai Stukes

Institutional Client Service Specialist
Patrick Sweeney

Patrick Sweeney

Financial Advisor