Brian Picariello, CPA/PFS, CFA®
Managing Partner
Bill Starnes, CFP®, MST
Sr. Wealth Advisor
Daniel M. McDermott, ChFC®, CFP®, AIF®
Sr. Wealth Advisor
Paul Baumbach, CFP®, CFA™
Sr. Wealth Advisor
Sean Heidig, CFP®
Wealth Advisor
Susan Lehnerd, CFP®
Wealth Advisor
Christina Crawford
Client Service Specialist
Christina Sheldon
Client Service Specialist
Marie Levinsky
Sr. Client Service Specialist
Edward Dunphy
Regional Vice President
Kevin Dillon, CFP®, CRPC®
Sr. Vice President
Rachel Roach
Manager, Financial Planner

