Edward Andoh, FPQP®

Private Client Service Specialist

Aaron Bayne, MA, SE- AWMA®, APMA™, AAMS®

Senior Portfolio Specialist

Staci Bondura, FPQP®

Associate Director & Team Lead

Justin Brown, CFA

Director of Investments

Alexander Buchholz, MBA, AAMS®

Investment Associate

J. Patrick Collins Jr., CFP®, EA

Partner & CEO

Rebecca Davis

Partner & Director of Operations

Lanette Dehoff

Accounting & Office Manager

Amanda Janaszek

Associate Director & Team Lead

Erin McCabe, CDMP

Marketing Manager

Greg Plechner, CFP®, ChFC®, CLU®, CASL®, EA

Partner & Practice Lead

Marcus Schafer, CFP®, MBA

Director of Growth

Lauren Smucker

Administrative Associate

Jeremy Stack, CFP®

Financial Advisor

Ryan Stark, CFP®

Director of Financial Planning & Participant Engagement

Laura Stoner

Director of People Operations

Monyai Stukes

Senior Institutional Client Service Specialist

Lori Van’t Zelfden

Director, Client Communications

Christine Weit, FPQP®

Director of Client Experience