Team Members

Edward Andoh, FPQP®

Private Client Service Specialist

Aaron Bayne, MA, 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

Timothy J. Decker, AIF®

Partner & Managing Director

Lanette Dehoff

Accounting & Office Manager

Kristina Groff, CFP®

Senior Financial Advisor

Amanda Janaszek

Associate Director & Team Lead

Naomi Kanithi

Financial Planner

Anthony Knight, CFP®

Senior Financial Advisor

Erin McCabe, CDMP

Marketing Manager

Laura Peace

Senior Financial Advisor

Marcus Schafer, CFP­®, MBA

Director of Growth

Lauren Smucker

Administrative Associate

Ryan Stark, CFP®

Director of Financial Planning & Participant Engagement

Laura Stoner

Director of People Operations

Monyai Stukes

Senior Institutional Client Service Specialist

Patrick Sweeney, CFP®

Financial Advisor

Lori Van’t Zelfden

Director, Client Communications

Christine Weit, FPQP®

Director of Client Experience