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Private Client Team
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Executive Team
Private Client Team
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Executive Team
Private Client Team
Institutional Team
Research
Marketing
Operations
Sarah Avery
Financial Planning Associate
Katrina Axtell
Client Service Associate
Jennie Abner
Client Service Associate
Sarah Baker
Senior Financial Planner
Rick Baldwin
Senior Financial Planner
Shannon Batallas
Senior Client Service Associate
Laurie Boden
Senior Client Service Associate
Phil Broderick
Senior Financial Planner
Sarah Casey
Senior Financial Planner
Daniel Corno
Financial Planner
Bill Dwenger
Financial Planner
David Engler
Financial Planner
Caleb Fry
Financial Planning Associate
David Gilbert
Senior Financial Planner
Blaine Homan
Financial Planner
Devin Johnson
Financial Planner
Tonia Jones
Client Service Associate
Barbara Joyce
Financial Planning Associate, MIMS Manager and Tax Preparer
Sharon Kampner
Senior Financial Planner
Lee Kapnisi
Senior Financial Planner
Brian Kelley
Senior Financial Planner
Matthew Krause
Financial Planner
Shayna Lebowitz
Financial Planning Manager
Ashley Magnani
Client Service Associate
Heather McQueen
Senior Client Service Associate
Rachel Milburn
Client Service Associate
David Montague
Financial Planning Associate
Isabel Moore
Senior Client Service Associate
David Odiorne
Senior Financial Planner
Eric Rife
Financial Planner
Chris Schreiner
Co-Chief Executive Officer
Randon Tagg
Senior Financial Planner
About Us
Company Overview
Our Team
Awards & Recognition
Giving Back
Careers
Who We Serve
Private Clients
Clients We Serve
Women of Wealth Initiative
Financial Planning
Investment Management
Institutions
Institutions We Serve
Investment Approach
Consulting Services
Outsourced Chief Investment Officer
News & Insights
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