Team Members

Edward Andoh

Private Client Service Specialist

Aaron Bayne, MA, APMA™, AAMS®

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

Director of Operations

Lydia Funk

Office Manager

Max Herbkersman

Financial Planner

Zack Hubbard, CFP®

Director of Financial Planning & Participant Engagement

Amanda Janaszek

Associate Director & Team Lead

Erin McCabe

Marketing Manager

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

Partner & Practice Lead

Lauren Smucker

Administrative Associate

Jeremy Stack, CFP®

Financial Advisor

Ryan Stark, CFP®

Senior Financial Planner

Laura Stoner

Director of People Operations

Monyai Stukes

Senior Institutional Client Service Specialist

Lori Van’t Zelfden

Director, Client Communications

Christine Weit

Director of Client Experience