Nick Scheibel, CFP®
Senior Advisor
Mark Rosenkranz, CFA®
Investment Strategist
Christopher J. Mastley, CFP®
Advisor – Tax Planning Manager
Taylor Kramer
Engagement Manager
Josh G. Justin, CPA
Client Service & Tax Planning Associate
Connor C. Johnson
Client Account Specialist
Haley Frécon, CFP®
Advisor
Brendan Doherty
Trading & Investment Research Analyst
Andy Buccanero
Manager – Portfolio Implementation & Analytics
Matthew B. Brown
Operations Associate
