Broker Check
Paul Ewing

Paul W. Ewing CFP®

Chief Executive Officer

Glenda Christopherson

Glenda S. Christopherson

Chief Operations Officer

Brent Evans

Brent A. Evans, CFA

Director of Investment Management

Joseph Pelle

Joseph J. Pelle, Jr. AIF®, QKA

Partner / Director of Employer Sponsored Retirement Plans

Marc Servodio

Marc J. Servodio CFP®, AIF®

Partner / Financial Advisor

David Martin

David T. Martin CFP®

Financial Advisor

Tom Hart

Tom G. Hart CPA

Investment Advisor Representative

Patricia Valentic

Patricia A. Valentic FPQP™, AIF®, MBA

Senior Client Relationship Manager

Sara Stebbins

Sara N. Stebbins

Analyst Team Manager

Cole Christopherson

Cole A. Christopherson

Registered Representative

Tanner Miller

Tanner A. Miller

Planning Analyst

Carter Dye

Carter W. Dye

Planning Associate

Jessica Franz-Martin

Jessica Franz-Martin FPQP™

Client Services Manager

Stasha Case

Stasha A. Case

Client Service Representative

Loretta Bills

Loretta C. Bills

Client Service Representative

Amber Roane

Amber L. Roane

Client Relationship Manager

Jordan DeLeon

Jordan S. DeLeon

Client Service Representative

Connie Martin

Connie E. Martin

Client Service Representative

Mary Managhan

Mary C. Managhan

Client Relationship Manager

Trudy Hurley

Trudy L. Hurley

Client Service Associate

Celia Thompson

Celia S. Thompson

Operations Team Manager

Nell Waugh

Nell Waugh

Administrative Assistant

Carlee Ray

Carlee N. Ray

Operations Team Associate

Ben Karlo

Ben G. Karlo

Operations Team Associate

Sally Jenkins

Sally B. Jenkins

Director of Business Administration

Scott Sirois

Scott A. Sirois

Director of Information Technology

Strategic Team Members

Stanley Smiley

Stanley Smiley

SVP | Tax Planning

Juliet Hendrickson

Juliet Hendrickson

Senior Tax Attorney

Zarina Sullivan

Zarina Sullivan

Complex Financial Consultant