Associates

Associates

Talented Team Members Working for You

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A smiling person with long brown hair wearing a black blazer and a light top. The background is softly blurred, suggesting an indoor setting.

Jennifer Bachelor, CFP®

Senior Associate
Woman with long blonde hair smiling, wearing a white textured jacket and hoop earrings, against a blurred blue and white background.

Gavron Campbell, CFP®

Senior Associate
A young man in a suit and tie is smiling against a blurred cityscape background. He has short brown hair and is wearing a checkered jacket with a white shirt.

Connor Carlis, CPA, CFP®

Senior Associate
A person in a blue suit and red patterned tie is smiling. The background is blurred with soft lighting.

Jonathan Gerrard, CFP®, EA

Senior Financial Planner
A person in a suit and blue tie smiling in front of a blurred office window background. The scene suggests a professional setting.

Kory Gildea, CFP®

Senior Associate
A person with short dark hair and glasses is smiling, wearing a suit, white shirt, and dark red tie. The background is blurred, suggesting an office environment.

Rory Glatt, CFP®

Senior Associate
A man with short brown hair and a beard is smiling. He is wearing a dark pinstripe suit, white shirt, and a maroon patterned tie. The background is blurred, featuring shades of blue and gray.

Taylor Hammond, CFP®

Senior Associate
A smiling man in a business suit and striped tie poses against a blurred background.

Stephen Jackson, CFP®

Senior Associate
A smiling man with short dark hair is wearing a light green suit jacket, a white dress shirt, and a patterned tie with small orange designs. The background is a blurred cityscape.

Samuel Leech, CFP®

Senior Associate
A man in a business suit and tie is smiling against a blurred indoor background.

Bryan Kamau, CFP®

Senior Associate
Professional man in a navy suit with a light blue tie stands against a blurred office background.

Ryan Lefler, MBA

Associate
A smiling person with short, dark hair wearing a suit, white shirt, and red patterned tie. The background is blurred with a mix of blue and light colors.

Garrett Liebe, CFP®

Senior Associate
A person in a blue suit and tie smiles against a blurred background.

Edwin Martin, CFP®

Senior Associate
Demi Olatunbosun

Demi Olatunbosun, CFP®

Senior Associate
Mitchell Phillips

Mitchell Phillips, CFP®

Senior Associate
A smiling person with short hair is wearing a dark suit jacket, a light-colored shirt, and a patterned tie. The background is softly blurred.

Milton Pullen, CFP®

Senior Associate
A person with curly hair and a beard is smiling while wearing a dark suit, light shirt, and striped tie. The background is blurred, showing a cityscape with tall buildings.

Andrew Robertson, CFP®

Senior Associate
A man in a suit and tie is smiling at the camera. The background is softly blurred, featuring geometric lines and a blue hue.

Brian Sipple, CFP®

Senior Associate
A woman with shoulder-length brown hair smiles at the camera. She is wearing a black blazer over a patterned blouse. The background is softly blurred.

Ashley Tucker, CFP®

Senior Financial Planner
Smiling man in a suit and tie, standing against a blurred cityscape backdrop.

Josh Vaughan, CFP®

Senior Associate
A person with short hair is wearing a dark suit, white shirt, and blue tie, smiling at the camera. The background is softly blurred, featuring muted tones and circular light spots.

Harrison Wiger, CFP®

Senior Associate
A man with curly hair and a beard smiles while wearing a gray suit and patterned tie. The background is blurred with soft, out-of-focus lights.

Nate Wilinski, CFP®

Senior Associate
A smiling man in a suit with a green tie poses against a blurred background.

Stephen Amason, CPA, CFP®

Associate
A person wearing a black suit and a patterned gray tie is posing in front of a blurred background. The individual has medium-length dreadlocks and facial hair, looking directly at the camera with a neutral expression.

Nzube Anunobi

Associate
A smiling person with long, straight light brown hair is wearing a beige blazer and a black top. The background is blurred with soft lights and a blue-gray tone.

Lauren Baccari

Associate
A smiling man in a business suit and blue tie stands against a blurred background. The setting appears professional with a soft, out-of-focus backdrop.

Nick Brink, CFP®

Associate
A person in a navy suit and red tie smiles at the camera. The background is softly blurred with a mix of lights and shadows, suggesting an indoor setting.

Solomon Cohen

Associate
A person in a black suit and red polka dot tie smiles at the camera. The background is a soft blue gradient.

Alex Colovos

Associate
Man in a blue suit and pink patterned tie smiling, with a blurred background of soft lights and blue tones.

Ian Davis

Associate
A woman with long blonde hair is smiling at the camera. She is wearing a light-colored blazer over a white top. The background is softly blurred, featuring some light streaks and round light spots.

Kate Edmunds

Associate
A woman with long brown hair wearing a dark green blouse smiles against a blurred blue and white background.

Rett Evans

Associate
Smiling woman with long blond hair, wearing a black blazer. She is in front of a blurred cityscape background.

Casey Forbes

Associate
A smiling man in a business suit and pink tie stands against a blurred background with warm lights.

Charlie Gilroy, MBA

Associate
A woman with long, wavy blonde hair smiles at the camera. She is wearing a dark textured blazer over a light top. The background is blurred, giving the image a professional and friendly appearance.

Kathleen Griffis

Associate
A person with brown hair and glasses, wearing a dark suit, a white shirt, and a patterned tie, smiles at the camera. The background is blurred, with abstract light shapes.

Riley Groves

Associate
Jeannie Heerlein

Jeannie Heerlein

Associate
A young man wearing a dark suit, blue shirt, and patterned tie is smiling with a blurred background of bright lights.

Alex Keiss

Associate
A woman with long brown hair and a beige jacket smiles against a blurred office background.

Lydia Knoll

Associate
A person in a blue suit and patterned tie smiles warmly. The background is softly blurred with bokeh lights.

Garrett Mashburn

Associate
A smiling person with short hair is wearing a dark suit, white shirt, and patterned tie. The background is blurred, featuring soft lights.

Garrett Owen, CPA, CFP®

Associate
A man in a blue suit and light blue tie smiles at the camera. The background is blurred, with soft lighting.

Benjamin DePalmo

Senior Associate
A man in a dark suit and tie smiles warmly at the camera. The background is softly blurred with a mix of neutral colors, suggesting a professional indoor setting.

Dhruv Patel

Associate
A man in a blue suit and patterned tie smiles at the camera. The blurred background shows circular lights and a softly colored wall, suggesting a professional setting.

Zach Pearson

Associate
A person with long, straight hair and a slight smile is wearing a black blazer over a white shirt. The background is softly blurred with abstract, circular lights.

Cambria Russell, CRPC®

Associate
A person with long blonde hair wearing a black blazer over a beige top is smiling against a blurred blue and white background.

Sarah Smith, CFP®

Associate
Smiling woman with long blonde hair and wearing a black top, standing against a blurred background.

Sharon Snyder, CFP®

Associate
A person with long brown hair smiling, wearing a sleeveless red top. The background is softly blurred with circular lights, creating a light and airy atmosphere.

Ana Stella, CFP®

Associate
Smiling woman with long light brown hair wearing a pearl necklace and blue top with a black blazer, set against a blurred background.

Christen Tucker

Associate
A young man in a suit and tie stands against a blurred background. He has short brown hair and is looking directly at the camera with a subtle smile.

Benjamin Van Zee

Associate