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

