Ben Kautz, CFP®
Executive Managing Partner, East Division
Matthew R. Bohrer
Managing Partner
George Herr, CFP®, RICP®
Wealth Advisor
Kevin Russell, CPA, CFP®, AAMS®, CRPC®
Wealth Advisor
Renée Egelski, CFP®
Wealth Advisor
Tracey Turko, CFP®, AEP
Partner
Anthony Koehler, CFP®, MBA
Regional Vice President
Shannon Gaskin
Regional Vice President
Becky Leslie
Client Service Specialist
Kadin LaCross
Client Service Specialist
Merideth Gillis
Client Service Specialist

