Team Members

Edward Andoh

Private Client Service Specialist

Aaron Bayne, MA, APMA™, AAMS®

Portfolio Specialist

Staci Bondura, FPQP®

Associate Director, Private Client Services

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

Timothy J. Decker, AIF®

Partner & Managing Director

Lydia Funk

Office Manager

Kristina Groff, CFP®

Senior Financial Advisor

Max Herbkersman

Financial Planner

Zack Hubbard, CFP®

Director of Financial Planning & Participant Engagement

Amanda Janaszek

Associate Director, Private Client Services

Anthony Knight, CFP®

Senior Financial Advisor

Erin McCabe

Marketing Manager

Laura Peace

Senior Financial Advisor

Lauren Smucker

Administrative Associate

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

Chelsea Washington

Private Client Service Specialist

Christine Weit

Director, Private Client Services