Kevin Jack, CFP®
Executive Managing Partner, Client Services and Planning
David Kerber, CFP®, CRPC®, MPAS®, ABFP℠
Managing Partner
David Rich, CFP®
Sr. Wealth Advisor
David Ricci, CFP®
Regional Vice President
Marc A. Normann
Sr. Vice President
Susy Gibo
Sr. Client Development Associate
Dawn Santeford
Client Service Specialist
JoAnn Ferradino
Sr. Client Service Specialist
Nancy R. Hudak
Director, New Partner Experience
Scott Hancock
Sr. Client Service Specialist

