Partners
Jeffrey J. Casey
CFP®, ChFC®, AIF®
Ken Evangelista*
Adam Lesperance
CFP®, ChFC®, AIF®
Anthony J. Mazzali
CFP®, ChFC®
Matt O’Neil*
CFP®, ChFC®, AIF®, REBC®
Mark D. Parker*
Parke G. Petersen
LUTCF®, AIF®
David M. Robinson*
CFP®, ChFC®, CLU®
Advisory Team
Richard Adams
CFP®, ChFC®, AIF®
Karen Almond*
Austin Brown
Jonathan L. Cohen*
CFP®, CIMA®
Kayleigh Dengler
REBC®
Alex Denno
AIF®
Grant Dunatchik
Lorena Fales
Marsha Fielder
Eric Fritz*
RICP®
Karen Fritz*
Todd Iannarelli
Stacy Kusky
Kimberly L. Libby*
Rebecca Livermore
FSS
Nkaujzong Lo
Suzanne Marlow
REBC®, SHRM-CP®
Selena Meser
EA
Thomas Myers
EA
Jeffrey Newsome
Steve Pake
Scott Palomaki
AIF®
Grant Perry
ChFC®
Nathan Pesch
CFP®
Michael Rawls
Nathan Robinson
Jeffrey Roman*
CFP®, AIF®
Keyen Shepler
Tyler Sigmon
Christy Taylor
John Vatter
Joseph Warder
ChFC®
Christian Whitehead*
CFP®, ChFC®, AIF®
Josiah Whitten
Investment Team
Joe Crumley
Oliver Gooden
CFA
Preston Livingston*
Brian Sumner
CFP®, CIMA®
Operations Team
Sue Butcher*
Kim Capone
Nicholas Chilenko
Jennifer Kolasa
Jane Pratt*
Katie Sullivan
Nick Thiede
MBA
Brian Walker*
AIF®
