Principals / Directors
Owners and Directors Focused On Serving You
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Robin Aiken, CFP®
Principal
Alex Arnold
Director
Trent Arnone, CFP®
Director
Emily Bentley
Principal
Andy Berg
Principal & Chairman
Ryan Best, CFP®
Principal
John Bochniak, CFP®, CPA, PFS
Principal
Bill Bolen, CFP®, CFA
Principal
Kruti Bolick, CFIRS
Chief Risk Officer
Isaac Bradley, J.D., CPA, CFP®
Director of Financial Planning
Ross Bramwell, CFA
Principal
Gene Brooks, CFP®
Principal
Margo Bryk
Director
Lauren Vick Burthey
Director
Frank Butterfield, CPA, CFP®, PFS, CFA
Principal
Evan Byers, CFA, CFP®, CAIA
Principal
Kevin S. Campbell, CFA
Principal
Thomas Carroll, CFP®
Principal, President & Chief Executive Officer
Steve Cass, CFP®
Managing Director
Bill Cleveland, CPA, CFP®, PFS
Principal
William Cohen, Esq., J.D., LL.M.
Principal
Sean Cook
Principal
Nichelle Dalyrimple
Director
Julian Davis, CPA, CFP®
Director
John Dolan
VP of Technology
Ford Donohue, CFA
Principal
Brandon Downs, CFP®
Principal
Jonathan Farr, CFA
Director
Abbey Flaum, J.D., LL.M.
Principal & Family Wealth Strategist
Lauren Forster, CPA
Director
Jarrod Freeman, CFP®, BFA™
Director
Adam Fuller, CFA, CFP®
Principal
Tana Gildea, CFP®, CPA, CCFS, CDFA®
Principal
Kyle Glenn, CFA
Principal & Chief Operating Officer
Brad Glover, CFA
Principal
Sammy J. Grant, J.D., CPA, CFP®, CLU
Principal
Anthony Guinta
Director
Amy Hanson, MBA
Director of Marketing and Communications
Sarah Hipp Hauptman
Director - Real Estate
Jamie Hennessy, ACA
Principal & Chief Financial Officer
Greg Herbert, CFP®, BFA™
Director
Bonnie Holland
Operations Director
Tom Houle
Director
Joanna Irwin
Chief Marketing Officer
Keith Johnson, CFP®
Principal
Drew Klepchick, CFP®
Principal
Dave Kochamba, CFP®
Principal
Chris Kowal, CFP®
Principal
Kevin Kraus, CFP®, CPA
Principal
Drew LaGrande, J.D., LL.M.
Managing Director & Family Wealth Strategist
Mike Landsberg, CPA, CFP®, CPWA, PFS
Principal
Stephanie Lang, CFA
Principal & Chief Investment Officer
Sean Lennox, CFP®, ChFC®
Director
Lee Van Leuvan, CFP®
Principal
Billy Levine
Principal
Kossandra McDuffie, CPA, CFP®
Director, DEI Committee Chair
Patrick McGonigle, CFP®, MPAS®
Principal
Travis McKinney
Chief Compliance Officer
Lainey McLellan
Director, Client Service Operations
Wayne Moss, CFP®
Principal
Tricia Mulcare, CFP®, CPA, PFS
Principal
Amy Owen, J.D., LL.M.
Principal
Michelle Padron, PMP®
Chief of Staff
Andrew Page
Head of Corporate Development
Larry Parkin, CFP®
Principal & FL Market Leader
Tremayne Perry
Corporate Controller & Director of Financial Planning and Analysis
Wilson Reece, CPA, CFP®
Director
Ben Riddick, CFP®
Principal
Jeff Rosengarten, CFP®
Principal
Jaime Ruff, CFP®
Principal
Randy Schultz
VP of Operations
Adam Shealy, CFA
Director
Lex Smith, CFP®
Principal
Mike Stanford
Director
Kelsey Stone, CFP®
Director
Jennifer I. Storey, CFP®
Principal
Steve Sullivan
Principal
John Taylor, CFP®, CFA
Principal
Eric Toole, CFP®
Principal
Jimmy Trimble, CFP®
Director
Frank Waterson, CFP®
Principal
John Willoughby, CFA
Principal
Cindy Wilson, CFP®
Director
Michelle Wolff, CFP®, ADPA®
Director & Financial Planning Team Lead
Michael A. Woocher, CFP®, J.D.
Principal & Chief Advisory Officer