Principals / Directors

Principals / Directors

Owners and Directors Focused On Serving You

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A woman with long, dark hair and a green top smiles at the camera. The background is a softly blurred blue and green gradient.

Robin Aiken, CFP®

Principal
A man with short, dark hair and a beard is wearing a blue suit and tie, standing against a blurred blue and gray background. He is smiling slightly and looking directly at the camera.

Alex Arnold

Director
A man in a dark suit and red patterned tie smiles at the camera. The background is a blurred indoor setting with light streaming in.

Trent Arnone, CFP®

Director
A smiling person with short, blond hair is wearing a textured, dark-colored jacket. The background is blurred, showing an abstract urban setting with hints of glass buildings.

Emily Bentley

Principal
A man wearing a light brown plaid suit, a light blue shirt, and a green and orange striped tie smiles at the camera. The background is a blurred indoor setting with cool tones.

Andy Berg

Principal & Chairman
A bald man with a beard is smiling, dressed in a blue suit and light blue tie, standing against a blurred background.

Ryan Best, CFP®

Principal
A smiling man in a gray suit, white shirt, and red tie, with short hair and glasses, stands in front of a blurred background of an office building.

John Bochniak, CFP®, CPA, PFS

Principal
A person with short hair in a suit and tie is standing against a blurred office building backdrop. They are looking towards the camera with a neutral expression.

Bill Bolen, CFP®, CFA

Principal
A person with long dark hair and a bright smile, wearing a dark pinstripe blazer and green top, is looking at the camera against a light blue background.

Kruti Bolick, CFIRS

Chief Risk Officer
Isaac Bradley

Isaac Bradley, J.D., CPA, CFP®

Director of Financial Planning
A man in a blue suit and checkered tie smiles at the camera. The background is blurry, showing a window with an abstract view of a cityscape.

Ross Bramwell, CFA

Principal & Managing Director, Investment Communications
A smiling man in a dark suit and blue tie stands in front of a blurred background. He has short hair and is looking directly at the camera.

Gene Brooks, CFP®

Principal
A woman with blonde hair is wearing a black blazer and a patterned top. She is standing indoors with a blurred background of windows and greenery.

Margo Bryk

Director
A man with curly blonde hair and glasses wearing a dark suit, white shirt, and blue tie, smiling against a blurred background.

Frank Butterfield, CPA, CFP®, PFS, CFA

Principal
A smiling man with short, wavy brown hair is wearing a dark suit, white shirt, and light blue patterned tie. He is sitting against a light blue background.

Evan Byers, CFA, CFP®, CAIA

Principal
A man with a beard is smiling and wearing a dark suit, light blue shirt, and patterned tie. The background is blurred with a blue and green gradient.

Kevin S. Campbell, CFA

Principal
A woman with straight brown hair, wearing a light-colored, collared shirt, smiles at the camera. The background is softly blurred with blue and white tones.

Laura Carr

Principal & Chief People Officer
A smiling man with gray hair is wearing a gray suit, white shirt, and purple patterned tie, standing against a blurred blue background.

Thomas Carroll, CFP®

Principal, President & Chief Executive Officer
A smiling man in a blue suit and red striped tie stands in front of a blurred indoor background.

Steve Cass, CFP®

Managing Director
A man with short hair and glasses is smiling, dressed in a blue shirt, red patterned tie, and dark suit jacket. The background is softly blurred.

Bill Cleveland, CPA, CFP®, PFS

Principal
A person with light brown hair wearing a suit, light blue shirt, and yellow striped tie, standing in front of a glass window. The background is blurred.

Philip Clinkscales, III, CPA, CFA, CAIA, CGMA, CFP®, PFS

Principal
An older man in a suit and patterned tie smiles at the camera. The background is blurred, displaying a neutral-toned indoor setting.

William Cohen, Esq., J.D., LL.M.

Principal
A middle-aged man wearing a suit and a light blue tie stands against a soft, blurred background. He has short, gray hair and a confident expression.

Sean Cook

Principal
A woman with long, light brown hair and a friendly smile. She is wearing a magenta top and black blazer. The background is softly blurred, suggesting an office setting.

Nichelle Dalyrimple

Director
Portrait of a person wearing a dark suit, blue striped shirt, and yellow tie, smiling with a blurred background of a window and greenery.

Julian Davis, CPA, CFP®

Director
A man in a navy suit and white shirt smiles warmly. He has a beard and stands in front of a large window with a blurred cityscape in the background.

John Dolan

VP of Technology
A man in a dark suit and blue tie is smiling in a professional setting with a blurred cityscape in the background.

Ford Donohue, CFA

Principal & Managing Director, Public Markets
A man with dark hair and a beard, wearing a blue suit and white shirt, poses against a blurred background.

Brandon Downs, CFP®

Principal
A man in a blue suit and red tie smiles at the camera. The background is a blurred office setting with blue and green tones.

Jonathan Farr, CFA

Director, Private Markets
Abbey Flaum

Abbey Flaum, J.D., LL.M.

Principal & Family Wealth Strategist
A woman with shoulder-length brown hair, wearing a black blazer and red blouse, smiles at the camera. The background shows a blurred office environment with large windows.

Lauren Forster, CPA

Director
A man in a blue suit, white shirt, and green-striped tie smiles against a blurred cityscape background. His dark hair is neatly styled, and he has a pocket square in his suit jacket.

Jarrod Freeman, CFP®, BFA™

Director
A man with short gray hair wearing a dark suit, light blue shirt, and blue polka dot tie stands in front of a blurred office background.

Adam Fuller, CFA, CFP®

Principal
A woman with shoulder-length blonde hair smiles warmly. She is wearing a dark blue blouse and a matching beaded necklace. The background shows an out-of-focus cityscape through a large window.

Tana Gildea, CFP®, CPA, CCFS, CDFA®

Principal
A smiling person with glasses and a beard wears a suit and tie. The background is softly blurred, suggesting an indoor setting with modern architecture elements.

Kyle Glenn, CFA

Principal & Chief Operating Officer
A man in a blue suit and tie smiles against a blurred blue and green background.

Brad Glover, CFA

Principal
A man in a suit with a light blue shirt and a pink tie smiles at the camera. The background is blurred, showing large windows and hints of a cityscape.

Sammy J. Grant, J.D., CPA, CFP®, CLU

Principal
A person with long auburn hair and wearing a dark blouse is smiling at the camera. The background is blurred with soft lights.

Molly Guenther, CFP®, CFA

Managing Director
A person with short gray hair and a suit smiles slightly while looking at the camera. The background is a blurred cityscape seen through a window.

Anthony Guinta

Director
Woman with shoulder-length, straight brown hair, smiling, wearing a dark purple top and a beaded necklace. Background is blurred with hints of blue and yellow, giving a professional, warm atmosphere.

Amy Hanson, MBA

Director of Marketing and Communications
A person with long, light brown hair is smiling, wearing a dark blazer, a red top, and a pearl necklace. The background is blurred with a blue and white tone.

Sarah Hipp Hauptman

Managing Director, Private Real Estate
A man with short hair and glasses, wearing a blue suit, white shirt, and a plaid tie, smiles at the camera. The background is softly blurred, suggesting an indoor setting.

Jamie Hennessy, ACA

Principal & Chief Financial Officer
A man in a suit and yellow tie smiles against a blurred cityscape background.

Greg Herbert, CFP®, BFA™

Director
A woman with curly blonde hair smiles at the camera. She is wearing a black blazer over a gray top. The background is blurred, hinting at an outdoor setting.

Bonnie Holland

Operations Director
A smiling person with shoulder-length blonde hair and glasses is wearing a dark blazer over a colorful patterned top. The background is softly blurred with light and shadow contrasts.

Joanna Irwin

Chief Marketing Officer
A man with short hair, a beard, and a friendly expression is wearing a navy suit, white shirt, and red patterned tie. The background is blurred, providing a soft, professional appearance.

Keith Johnson, CFP®

Principal
A man in a blue suit and light blue tie is smiling in front of a blurred background.

Drew Klepchick, CFP®

Principal
A man in a suit and tie smiles at the camera. The background is blurred, showing a mix of blue and gray tones.

Dave Kochamba, CFP®

Principal
A person in a blue suit and yellow tie smiling against a blurred background.

Chris Kowal, CFP®

Principal
A man in a gray suit and yellow polka dot tie is smiling at the camera. The background is a blurred view of windows and greenery, suggesting an office setting.

Kevin Kraus, CFP®, CPA

Principal
A man in a blue suit and red patterned tie smiles at the camera. The background is blurred, giving a soft focus effect.

Drew LaGrande, J.D., LL.M.

Managing Director & Family Wealth Strategist
A smiling man in a suit with a green and white striped tie stands against a blurred blue background.

Mike Landsberg, CPA, CFP®, CPWA, PFS

Principal
A woman with long blond hair is smiling at the camera. She is wearing a sleeveless red top. The background is a blurred blue-gray gradient.

Stephanie Lang, CFA

Principal & Chief Investment Officer
A person wearing a suit and tie smiling in a professional headshot with a blurred blue and green background.

Sean Lennox, CFP®, ChFC®

Director
A woman with blonde hair smiles at the camera. She is wearing a blue and white patterned outfit. The background is blurred, featuring a soft blue and green color palette.

Lee Van Leuvan, CFP®

Principal
A person in a gray pinstripe suit and red tie is smiling at the camera. The background is blurred, showing an office environment.

Billy Levine

Principal
A man with glasses and gray hair smiling, dressed in a pinstripe suit and patterned tie. The background is softly blurred with circular lights, creating a professional and warm atmosphere.

Sean Maguire, CFA

Managing Director
A person with long blonde hair smiles at the camera. They are wearing a white blazer, and the background is softly blurred, suggesting an indoor setting.

Sarah Markwalter, CFA, CFP®

Director
A person with curly hair smiles at the camera, wearing a light-colored patterned sleeveless top. The background is softly blurred, suggesting an indoor setting with large windows.

Kossandra McDuffie, CPA, CFP®

Director, DEI Committee Chair
A person in a suit and tie smiles at the camera. The background is blurred, suggesting an indoor setting with a window view.

Patrick McGonigle, CFP®, MPAS®

Principal
Travis McKinney

Travis McKinney

Chief Compliance Officer
A smiling person with shoulder-length blond hair is wearing a patterned dark shirt. The background is blurred with soft blue and white tones, suggesting an indoor setting with natural light.

Lainey McLellan

Director, Client Service Operations
A man in a suit and tie smiles at the camera with a blurred cityscape in the background.

Wayne Moss, CFP®

Principal
Smiling woman with curly brown hair wearing a black top against a blurred blue background.

Tricia Mulcare, CFP®, CPA, PFS

Principal
A person with shoulder-length brown hair smiles while wearing a red floral-patterned blouse. The background is blurred, featuring shades of blue and gray.

Amy Owen, J.D., LL.M.

Principal
A person with shoulder-length brown hair, wearing glasses, a black blazer, and a magenta top, smiles in front of a softly blurred urban background.

Michelle Padron, PMP®

Chief of Staff
A young man with short dark hair smiles while wearing a dark suit, white shirt, and light blue tie. He stands against a blurred blue and white background, giving a professional and approachable appearance.

Andrew Page

Head of Corporate Development
A bald man with a beard and glasses is smiling. He is wearing a blue suit, white shirt, and pink tie. The background is blurred, suggesting an indoor setting.

Larry Parkin, CFP®

Principal & FL Market Leader
A person with curly hair and glasses is smiling at the camera, wearing a blue suit and a polka-dot tie. The background is a soft, blurred light blue.

Tremayne Perry

Corporate Controller & Director of Financial Planning and Analysis
A person with short light brown hair, wearing glasses, a white shirt, a red tie with patterns, and a dark suit jacket, smiling at the camera. The background is blurred, suggesting an office or cityscape setting.

Wilson Reece, CPA, CFP®

Director
A man in a suit and tie smiles at the camera. The background is blurred, suggesting an office setting.

Ben Riddick, CFP®

Principal
A man wearing a dark suit, light blue shirt, and black polka dot tie smiles at the camera. The background is blurred and appears to be an office setting with large windows.

Jeff Rosengarten, CFP®

Principal
A man wearing a dark suit, white shirt, and blue striped tie is smiling in front of a blurred, modern office building background.

Jaime Ruff, CFP®

Principal
A man with a beard and mustache is smiling. He is wearing a dark suit, a white shirt, and a patterned tie. The background is a blurred light blue.

Randy Schultz

VP of Operations
A person with short brown hair and a beard is smiling while wearing a gray suit, a light blue shirt, and a patterned tie. The background is softly blurred but appears to depict a modern interior setting.

Adam Shealy, CFA

Director, Fixed Income
Smiling man in a suit and red tie, with short blonde hair, standing in front of a blurred background.

Lex Smith, CFP®

Principal
A smiling man in a blue suit and purple tie stands in front of a blurred background, possibly a cityscape.

Mike Stanford

Director
Smiling person with long blonde hair wearing a pink sweater, standing against a soft blue background.

Kelsey Stone, CFP®

Director
A person with long, curly blonde hair smiles at the camera. They are wearing a dark sweater and a necklace with a round pendant. The background is softly blurred, giving a professional ambiance.

Jennifer I. Storey, CFP®

Principal
A man wearing glasses and a suit with a blue tie is smiling. The background is blurred, featuring soft lights.

Timothy M. Tallach, J.D., CPA

Director of Advanced Tax Planning and Family Office Services
A man in a suit with a blue tie smiles at the camera. He has short hair and stands against a blurred blue and green background.

John Taylor, CFP®, CFA

Principal
A man with short hair wearing a dark blazer over a white shirt stands in front of a blurred background with cool tones. He is smiling slightly at the camera.

Eric Toole, CFP®

Principal
A person in a suit and striped shirt stands smiling in front of a blurred background. They have short gray hair and are wearing a yellow patterned tie.

Jimmy Trimble, CFP®, CEPA

Director
A woman with long brown hair smiles at the camera. She is wearing a black blazer over a patterned top. The background is a blurred gradient of blues and whites.

Charlotte Vidal, CFA, CFP®

Director
A person in a suit and red tie smiles at the camera. The background is blurred, suggesting an office setting.

Frank Waterson, CFP®

Principal
A man in a dark suit and blue tie smiles at the camera with a blurred background featuring soft lights and glass surfaces.

Todd Wickwire

Principal & Managing Director
A person wearing glasses, a dark suit, blue and white striped tie, and a light blue shirt smiles in front of a blurred background.

John Willoughby, CFA

Principal
A person with curly hair is smiling, wearing a magenta blazer over a black top. The background is softly blurred, suggesting an indoor setting.

Cindy Wilson, CFP®

Director
A person with shoulder-length brown hair, wearing a gray blazer over a dark shirt, smiles softly against a light blue background.

Michelle Wolff, CFP®, ADPA®

Director & Financial Planning Team Lead
A man with a bald head, wearing a dark suit, white shirt, and red tie, smiles at the camera. The background is blurred with soft lighting.

Michael A. Woocher, CFP®, J.D.

Principal & Chief Advisory Officer