David (Chip) Workman, CFP®
Managing Partner
Michael Raidt, CFP®
Principal
Gerard Quinn, CFA®, CFP®, MBA
Sr. Wealth Advisor
James S. Ryan, JD, CFP®, AIF®
Sr. Wealth Advisor
Jeff Smith, CFP®
Wealth Advisor
Jerry Zimmerer, CFP®, CPA
Sr. Wealth Advisor
Julie Albright, CFA, CFP®
Wealth Advisor
Kristen Moosmiller, CFP®, EA
Wealth Advisor
Lori (Lo) M. Fellows, CRPC®, CPFA®, AIF®
Director, Retirement Plan Operations
Mike Reich, CFP®
Wealth Advisor
Nick Bond, CFP®, MBA
Sr. Wealth Advisor
Stephanie Bailey, CFP®
Wealth Advisor
Ed Lettieri
Regional Vice President
John Walker
Regional Vice President
Tony Strittholt, CRPC®, CEPA®
Regional Vice President
Emily Paulus
Service Operations Associate
Jeff Theado, MBA
Relationship Manager
Leigh Edwards
Client Service Specialist
Leigh Rogers
Service Operations Associate
