Lauren Smucker

Administrative Associate

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

Aaron Bayne, MA, APMA™, AAMS®

Portfolio Specialist

Laura Stoner

Director of People Operations

Greg Plechner, CFP®, ChFC®, CLU® CASL®, EA

Partner & Practice Lead