Emma Jones, CFP®, AFC®
Wealth Advisor
Keith Huber
Managing Partner
Michael Mikonis, CFP®, RICP®
Wealth Advisor
Michelle Hendry
Sr. Wealth Advisor
Ryan Frankel, CFP®
Principal
Steve Cordasco
Sr. Wealth Advisor
G. Merrick Estes, Jr.
Managing Partner
Brett Sperin
Sr. Vice President
Kimberly Maxwell
Client Development Associate
Lillian Patrikios
Sr. Client Service Specialist
Zachary Desjardins
Client Service Specialist
Nicholas Semko, CFP®, CRPC®, CMFC®
Managing Director, Channel Client Development

