Laura Barry, CFP®

Senior Vice President

Laura joined the firm in 2004 as an experienced advisor...

Kelly L. Baumbach, CFP®, CEPA

Managing Director

Ms. Baumbach, managing director, has been with the firm since...

Yoni Berhane, CFP®

Assistant Vice President, Advisor

Jonathan joined the firm in 2016 with a strong background...

Stacey Berson, CFP®

Assistant Vice President, Advisor

Stacey joined the firm in 2018 as a Senior Advisor...

Kevin Brady, CFP®

Senior Advisor Associate

Kevin joined the firm in 2018 as a Senior Advisor...

Steven Broadhead

Senior Associate, Client Administration

Steve joined the firm in 2017 and serves as an...

Scott Brody

Senior Vice President

Scott joined the firm in 2015 through the acquisition of...