Meet Your Team
Our experienced, credentialed professionals and support staff are committed to meeting your needs through personalized financial planning, meticulous attention to detail, and a stellar client experience.
Find A Team Member
- Brandon Cawley, CFA®
- Cristina “Tina” Kothari, MBA
- Denise Poferl, FPQP™
- Devon Gluck, CFP® CIMA®
- Eric McIntyre, CFP®
- Jacob Fenlason, CFP®
- Jaida Maller
- Jennifer Schepers
- John Layug, MBA, CFP®, AEP®
- John "Jack" Lombardo, CFP®
- Jonathan Webb, MBA
- Kara Scott, FPQP™
- Louis "Louie" Wilson, CFP®, CIMA®
- Luke Charlton
- Mary Goles, FPQP™, aPHR®
- Matthew Aversa, ChFC®
- Peter D. Maller, MBA, CFP®, AEP®
- Zachary Foertschbeck
- Zellie Wothers, CRPS®, CFP®