David (Chip) Workman, CFP®
Managing Partner
David H. Levy, MBA, CFP®, AEP®
Managing Partner
David Kerber, CFP®, CRPC®, MPAS®, ABFP℠
Managing Partner
Dustin C. Stiefel
Sr. Wealth Advisor
Emma Bean, CFP®
Principal
Frances Smith, CFP®, CSRIC®
Principal
Jedd Nicolas, CFP®
Principal
Jerry Zimmerer, CFP®, CPA
Sr. Wealth Advisor
Jim Czirr, CFP®, CFA
Partner
Jojo Cresci, CFP®
Partner
Karrie Spencer, CFP®
Managing Partner
Katelyn Depew
Partner Sr. Wealth Advisor
Matt Cook, CFP®, AEP®
Managing Partner
Matthew Burke, CPA, CFP®
Partner, Business Management
Matthew R. Bohrer
Managing Partner
Mendim Gecaj, CFP®, CPWA®
Principal

