Chris Barrett
Senior Plan Consultant
Danielle Breen CFP® , CRPC®
Wealth Manager
Vinson Brod
Chief Operating Officer and Chief Compliance Officer
Jonathan Brown
Associate Wealth Manager
Cord Callahan
Client Relationship Manager
Jeff Cashin CFP®
Vice President, Senior Wealth Manager
Lou Chong CFP®, AIF®, CRPC®
Vice President, Senior Plan Consultant
Allison Montgomery Crate CFP®, CIMA®, CRPC®, CPFA®
Vice President, Senior Wealth Manager
Steven Dimitriou AIF®, C(k)P®, CPFA®
Managing Partner
Jillian Duddy
Associate VP, Client Integration
Ryan Foley APMA®, CRPC®
Senior Wealth Manager
Craig Fuglestad
Manager of Operations
Lawrence Glazer AAMS®
Managing Partner
Lloyd Glazer
Managing Partner
Bradley A. Gorney CRPC®
Partner, Senior Wealth Manager
Joe Kendall AIF®, CPFA®
Vice President, Senior Plan Consultant
John Longo AAMS®
Vice President, Senior Wealth Manager
David Manukjan CFP®
Director of Financial Planning
Jared Manville CPFA®, AIF®, CHSA®
Vice President, Senior Plan Consultant
Peter Martin
Partner, Senior Wealth Manager
Jason McLoy
Senior Wealth Manager
Chris McSherry
Portfolio Associate
Jeff Mehne AIF®, CPFA®, CHSA®
Vice President, Senior Plan Consultant
John Mitchell CFP®
Vice President, Senior Wealth Manager
Jonida Papajani CFA®, CAIA®
Director of Portfolio Management
Pamela Shea
Client Relationship Manager
Alissa Smith
Senior Client Relationship Manager
Jonathan Taylor
Senior Wealth Manager
John Wilcox CFP®, AAMS®, AIF®
Partner, Senior Wealth Manager
Brian Foley
Senior Wealth Manager
Michael Robbins
Senior Wealth Manager