Laura Combs, CFP®, MBA
Executive Managing Partner, Head of Women and Wealth
Jim Czirr, CFP®, CFA
Partner
Brian Norris, CFP®, CPFA®
Sr. Wealth Advisor
Frank Piccolo, CFP®, EA
Wealth Advisor
Kathi McMahon, CFP®
Wealth Advisor
Mia Boteler
Client Service Specialist
Renalyn Benner
Sr. Client Service Specialist
Duncan Wilk, CFP®
Regional Vice President
Doug Fabian
Sr. Vice President
Grant Habersetzer, MSFP
Financial Planner

