Adelaide Magee, CFP®
Wealth Advisor I
Audrey Keohane, CFP®, NSSA®
Wealth Advisor I
Elisabeth Zimmerman, CFP®, CASL®, CRPC®
Sr. Wealth Advisor II, Director
Jill Fopiano, CFA, CFP®
Sr. Wealth Advisor II, Sr. Director
Jonathan Smith, CIMA®
Sr. Portfolio Consultant I
Lauren Higgins, CFP®, CIMA®
Sr. Wealth Advisor I
Leah McCormack, CFP®, RICP®
Wealth Advisor I
Qing Yang, CFA
Sr Portfolio Manager
Richard Davies, CFP®
Director, Operations
Timothy Pilczak, CFP®, EA
Sr. Wealth Advisor
Austin Minor
Regional Vice President
Timothy Schmidt
Regional Vice President
Matthew Kelley, CFP®
Financial Planner II
Austin Litvak, CFA, CFP®, CAIA®, CBE®
Director, Investment Research
Celicia Smith
Sr. Client Service Specialist
Joel Sciabarrasi
Technology & Operations Specialist
