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