Aaron Bayne, MA, APMA™, AAMS®

Portfolio Specialist

Spencer Blair

Financial Advisor

Casey Crawford, CRPS™, AIF®

Relationship Manager

Jeffrey Bernfeld, CFP®, MBA

Partner & Practice Lead

Laura Stoner

Director of People Operations

Christian Stanley, CRPS™, AIF®, NQPC™

Partner & Senior Financial Advisor

Daniel Mong, CFP®

Senior Financial Advisor

Zack Hubbard, CFP®

Director of Financial Planning & Participant Engagement

Gregory Hobson, CFP®, AIF®

Partner & Practice Lead