Our team, your advocates.

Jeffrey Bernfeld, CFP®, MBA

Partner & Senior Financial Advisor

Sarah Cunningham

Senior Marketing Manager

Robert W. Bogue, Jr., CFA

Partner & Senior Financial Advisor

Molly J. Burton, CFP®

Financial Advisor

Matthew R. Cellini, AIF®

Partner & Senior Financial Advisor

J. Patrick Collins Jr., CFP®, EA

Partner & Managing Director, Private Client Group

Reiley Crosby, CRPS®, AIF®

Relationship Manager

Owen Demmerly, CFP®

Financial Associate

Molly Goetz, CFP®, CDFA®

Senior Financial Advisor

Piper Greenbaum

Client Service Specialist

Lauren Gwinn

Relationship Manager

Gregory Hobson, CFP®, AIF®

Partner & Senior Financial Advisor

Joshua P. Itzoe, CFP®, AIF®

Partner & Managing Director, Institutional Client Group

Austin Main

Investment Associate

Daniel Mong

Financial Associate

Cindy Mota, CFP®

Financial Associate

Lindsay Novotny

Client Service Specialist

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

Partner & Senior Financial Advisor

Julie Shearman

Administrative Associate

Christian Stanley, CRPS®, AIF®

Financial Advisor

Laura Stoner

Operations Manager

Let us help you achieve clarity.

Contact our team.