Paul W. Ewing CFP®
Chief Executive Officer
Glenda S. Christopherson
Chief Operations Officer
Angela R. Brill CFP®, AIF®, MBA, CDFA™
President
William T. Easley CFP®, ChFC®, AIF®
Partner / Financial Advisor
Brent A. Evans, CFA
Director of Investment Management
Joseph J. Pelle, Jr. AIF®, QKA
Partner / Director of Employer Sponsored Retirement Plans
Marc J. Servodio CFP®, AIF®
Partner / Financial Advisor
Joel S. Morrison CFP®, CFS®
Financial Advisor
David T. Martin CFP®
Financial Advisor
Tom Hart CPA
Investment Advisor Representative
Patricia A. Valentic FPQP™, AIF®, MBA
Senior Client Relationship Manager
Sara N. Stebbins
Planning Analyst
Cole A. Christopherson
Registered Representative
Carter W. Dye
Planning Associate
Jessica Franz-Martin FPQP™
Client Services Manager
Stasha A. Case
Client Service Representative
Loretta C. Bills
Client Service Representative
Amber L. Roane
Client Relationship Manager
Jordan S. DeLeon
Client Service Representative
Connie E. Martin
Client Service Representative
Mary Managhan
Client Relationship Manager
Trudy L. Hurley
Client Service Associate
Celia S. Thompson
Operations Team Manager
Nell Waugh
Administrative Assistant
Carlee N. Ray
Operations Team Associate
Ben G. Karlo
Operations Team Associate
Sally B. Jenkins
Director of Business Administration
Scott A. Sirois
Director of Information Technology
Strategic Team Members
Stanley Smiley
SVP | Tax Planning
Juliet Hendrickson
Senior Tax Attorney
Zarina Sullivan
Complex Financial Consultant