Eric Fuhrman, CFP®, CIPM
Chief Planning Officer
Brad Everett,
CFA®, CFP®
Chief Investment Officer
Bernadette Hunter
Director of Client Engagement
Bentley Brennan
Director of First Impressions
Vince Kailis
Chief Operations Officer
Lori Vogan
Director of Client Services
Michael Brennan, AWMA®
Client Engagement Specialist
Samuel Baez,
AAMS®, CRPC®
Planning & Portfolio Consultant
Carrie Brennan
Communications Analyst
Liz Miller
Key Client Specialist
Stacy Franz
Key Client Specialist
Jessica Stunda
Key Client Specialist
Gail Coxe
Key Client Specialist
Meg Curry
Key Client Specialist
Maddie McTigue
Portfolio Consultant
Connor Scheidel
Reporting Specialist
Michelle Bangle
Planning Consultant
Diane Krainik
Planning Consultant
Dina Porter
Planning Consultant
Kevin Matthews
Director of IT
Tom Belisari, CFP®
Certified Financial Planner
Danielle Hopkins
Office Manager