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Joellene Aylor

Joellene Aylor

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Gregg Biro

Gregg Biro

Director of Business Development
Natalie Campese

Natalie Campese

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Bev Coble

Bev Coble

Director of Human Capital
Andrew Colombino

Andrew Colombino

IT Project Specialist
Amy Davis

Amy Davis

Wealth Advisor
Mike Davis

Mike Davis

Founder/CEO/Wealth Advisor
Kelley Espinosa

Kelley Espinosa

Receptionist
Frank Garcia

Frank Garcia

Associate Wealth Advisor
Taylor Hughes

Taylor Hughes

Communications Coordinator
Johnnie James

Johnnie James

President
Nicole Jeffries

Nicole Jeffries

Client Coordinator
Karla Keeney

Karla Keeney

Director of Technology
Bethany Kolacsky

Bethany Kolacsky

Receptionist
Stephen Mackall

Stephen Mackall

Director of Operations/Chief Investment Officer
Mike Masur

Mike Masur

Chief Financial Officer/Wealth Advisor
Helen Mize

Helen Mize

Specialist Wealth Advisor
Heather Mulcahy

Heather Mulcahy

Client Service Specialist
Mary O'Connor

Mary O'Connor

Executive Assistant
Linda Palonen

Linda Palonen

Wealth Advisor
Ernie Phillips

Ernie Phillips

Wealth Advisor
Nicole Rutledge Regilio

Nicole Rutledge Regilio

Director of Financial Planning/Wealth Advisor
Kattia Roedel

Kattia Roedel

Client Service Specialist
Brenda Shofner

Brenda Shofner

Operations Manager
Kimberly Sterling

Kimberly Sterling

Vice President/Wealth Advisor