Kris Dwyer, CFP^®, CDFA

Bruce Ellis, CFP^®

Jessica Engebretsen, CFP^®

Joey Lancaster, CFP^®

    Kirk Licata, CFP^®

Michael Lipsey, CFP^®, AIF^®

Michael B. McKay, CFP^®

  Douglas J. Stefanini

Sam Wishneff, CFP^®

Paula Fisher
Data Specialist

Laurie Fortson
Director of Accounting

Iris Goggin
Receptionist

Kelly Hale
Senior Client Services Coordinator

Judy Hammond
Operations Assistant

John Hayes
Chief Compliance Officer