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Team Members
Locations:
Maryland
New Jersey
Pennsylvania
Advisory Team
Client Service & Operations
Corporate Retirement
Endowments & Foundations
Financial Planning Team
Investment Team
Marketing
Partners
Private Wealth Management
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
Max Herbkersman
Financial Planner
Zack Hubbard, CFP®
Director of Financial Planning & Participant Engagement
Amanda Janaszek
Associate Director & Team Lead
Erin McCabe, CDMP
Marketing Manager
Greg Plechner, CFP®, ChFC®, CLU® CASL®, EA
Partner & Practice Lead
Marcus Schafer, CFP®
Director of Growth
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