Patti Brennan,
CFP®, CFS®
President & CEO
Eric Fuhrman, CFP®, CIPM
Chief Planning Officer
Brad Everett,
CFA®, CFP®
Chief Investment Officer
Bernadette Hunter
Director of Client Engagement
Vince Kailis
Chief Operations Officer
Lori Vogan
Director of Client Services
Kevin Matthews
Director of IT
Samuel Baez, CFP®,
AAMS®, CRPC®
Planning & Portfolio Consultant
Liz Miller
Portfolio Consultant
Spencer Peet
Portfolio Consultant
Carrie Brennan
Communications Analyst
Diane Krainik, CFP®
Planning Consultant
Michael Brennan, AWMA®
Planning & Portfolio Consultant
Kristopher Thompson
Planning & Portfolio Consultant
Rory Cleary
Planning & Portfolio Consultant
Stacy Franz
Key Client Specialist
Jessica Stunda
Key Client Specialist
Kelsey Miller
Key Client Specialist
Amanda Cannon
Key Client Specialist
Trisha L. Todd
Key Client Specialist
Catherine Crepack
Key Client Specialist
Amy Stout
Key Client Specialist
Katy O’Keefe
Key Client Services
Jennifer Meehan
Executive Assistant
Susan Frost
Executive Assistant
Tom Belisari, CFP®
Certified Financial Planner
Danielle Hopkins
Office Manager
