Locations:

Ryan Stark, CFP®

Senior Financial Planner

Alexander Buchholz, MBA, AAMS®

Investment Associate

Lauren Smucker

Administrative Associate

Lori Van’t Zelfden

Director, Client Communications

Amanda Janaszek

Associate Director & Team Lead

Christine Weit

Director of Client Experience

Staci Bondura, FPQP®

Associate Director & Team Lead

Lydia Funk

Office Manager

Rebecca Davis

Director of Operations