J. Patrick Collins Jr., CFP®, EA

Partner & CEO

Patrick Sweeney, CFP®

Financial Advisor

Staci Bondura, FPQP®

Associate Director & Team Lead

Rebecca Davis

Partner & Director of Operations

Spencer Blair

Financial Advisor

Amanda Janaszek

Associate Director & Team Lead

Laura Stoner

Director of People Operations

Lanette Dehoff

Accounting & Office Manager

Justin Brown, CFA

Partner & Director of Investments