Alice Mello
Client Services Coordinator
Chad Durden, CPA
Financial Advisor
Cynthia Williams
Office Administrator
Douglas (Doug) Stefanini
Financial Advisor
Jessica Engebretsen, CFP®
Financial Advisor
Kelly Hale
Senior Client Services Coordinator
Kim Kelly
Senior Client Services Coordinator
Kirk Licata, CFP®
Financial Advisor
Kris Dwyer, CFP®, CDFA
Financial Advisor
Michael Lipsey, CFP®
Financial Advisor
Nate Wilinski, CFP®
Financial Advisor
Quinton Fisher
Owner/CEO Financial Advisor
Samantha Pickering, CFP®
Director of Operations
Samuel Wishneff, CFP®
Financial Advisor
Sara Brandon
Executive Assistant
Sara McIntosh, CFP®
Financial Advisor
Wesley D. Bigler
Chairman Emeritus