Ben Kautz, CFP®
Executive Managing Partner, East Division
Matthew R. Bohrer
Managing Partner
George Herr, CFP®, RICP®
Wealth Advisor
John Carney, CFP®
Wealth Advisor
Kevin Russell, CPA, CFP®, AAMS®, CRPC®
Wealth Advisor
Michael Snider, CFP®, ChFC®
Principal
Renée Egelski, CFP®
Wealth Advisor
Steven J. Deceuninck, CFP®, CFSTM
Wealth Advisor
Tracey Turko, CFP®, AEP
Partner
Anthony Koehler, CFP®, MBA
Regional Vice President
Shannon Gaskin
Regional Vice President
Alexis Wilkinson
Financial Planner
Haana Frank, CFP®
Manager, Sr. Financial Planner
Becky Leslie
Client Service Specialist
Brittany Benvenuto
Sr. Manager, Client Service
Kadin LaCross
Client Service Specialist
Meagan Blazier
Client Service Specialist
Merideth Gillis
Client Service Specialist
Alex Moore, CFA, CPA
Vice President, M&A Partner Development

