Eric Fuhrman, CFP®, CIPM
Chief Planning Officer
Brad Everett,
CFA®, CFP®
Chief Investment Officer
Bernadette Hunter
Director of Client Engagement
Vince Kailis
Chief Operations Officer
Lori Vogan
Director of Client Services
Kevin Matthews
Director of IT
Michael Brennan, AWMA®
Client Engagement Specialist
Samuel Baez,
AAMS®, CRPC®
Planning & Portfolio Consultant
Maddie McTigue
Portfolio Consultant
Carrie Brennan
Communications Analyst
Diane Krainik
Planning Consultant
Kristopher Thompson
Planning Consultant
Michelle Bangle
Planning Consultant
Rory Cleary
Planning Consultant
Drew Nakajima
Data Engineer
Meg Curry
Key Client Specialist
Liz Miller
Key Client Specialist
Stacy Franz
Key Client Specialist
Jessica Stunda
Key Client Specialist
Kelsey Miller
Key Client Specialist
Amanda Cannon
Key Client Specialist
Jennifer Meehan
Executive Assistant
Susan Frost
Executive Assistant
Tom Belisari, CFP®
Certified Financial Planner
Danielle Hopkins
Office Manager