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Our People

John Dobson, CFP®
John Dobson, CFP®

Assistant Vice President

Eric Dostal, J.D., CFP®
Eric Dostal, J.D., CFP®

Managing Director

David Edwards, MBA
David Edwards, MBA

Managing Director

James Eichelberger, CFP®, AIF®
James Eichelberger, CFP®, AIF®

Managing Director

Craig Fasano, J.D.
Craig Fasano, J.D.

Managing Director

Samuel Fishelberg, CFP®
Samuel Fishelberg, CFP®

Senior Vice President

Kevin Flaaen
Kevin Flaaen

Vice President

Amanda Fox, MBA, CFP®
Amanda Fox, MBA, CFP®

Senior Vice President

Joshua Frank, CFP®
Joshua Frank, CFP®

Assistant Vice President

Jay Frank, CFP®, CLU, ChFC®
Jay Frank, CFP®, CLU, ChFC®

Managing Director

Andrew Frattaroli, CFP®
Andrew Frattaroli, CFP®

Vice President

Greg Friedman, MS
Greg Friedman, MS

Senior Strategic Advisor

Joseph Garrison, CFP®, AIF®
Joseph Garrison, CFP®, AIF®

Managing Director

Anora Gaudiano, CFP®
Anora Gaudiano, CFP®

Vice President

Zachary Gering, CFP®
Zachary Gering, CFP®

Managing Director

Jennifer Giemza, CFP®, CEPA
Jennifer Giemza, CFP®, CEPA

Senior Vice President