Ben Kautz, CFP®
Executive Managing Partner, East Division
Matthew R. Bohrer
Managing Partner
Brent Kerstetter, CFP®, MBA
Sr. Wealth Advisor
Debbie Krone, CFP®, CPA, CDFA®
Wealth Advisor
Douglas Watts, CFP®, ChFC®, CIMA®, RMA®
Wealth Advisor
George Herr, CFP®, RICP®
Wealth Advisor
Jack McCloskey, CFP®
Sr. Wealth Advisor
John Carney, CFP®
Wealth Advisor
Kevin Russell, CPA, CFP®, AAMS®, CRPC®
Wealth Advisor
Kristen Cordell, CPFA®
Wealth Advisor, Retirement Plans
Liz Yunker, CFP®
Wealth Advisor
Lori Bumgart
Wealth Advisor
Michael Snider, CFP®, ChFC®
Principal
Michael Stros, CFP®
Wealth Advisor
Nick Bond, CFP®, MBA
Sr. Wealth Advisor
Renée Egelski, CFP®
Wealth Advisor
Scott Williams, CFP®
Sr. Wealth Advisor
Steven J. Deceuninck, CFP®, CFSTM
Wealth Advisor
Tammy Wakevainen, CPA, CFP®
Wealth Advisor

