Erin McCabe, CDMP

Senior Marketing Manager

Edward Andoh, FPQP®

Private Client Service Specialist

Christine Weit, FPQP®

Director of Client Experience

Casey Crawford, CRPS™, AIF®

Senior Relationship Manager

Amber Cofield

Investment Operations Associate

Lewis Goodman

Senior Technology Analyst

Aaron Tawil, CFP®

Partner, Chief Operating Officer & Chief Compliance Officer

Bill Schirmacher, CPA

Partner & Senior Data Operations Manager

Angela Carne

Senior Private Client Service Specialist