Our Team

Our Team

At our firm, we have the client, and only the client in mind.

Jeffrey Hartman

Jeffrey Hartman

Bob Sansone

Bob Sansone

Barbara Marshall

Barbara Marshall

Adam Drinkwater

Adam Drinkwater

Alan Melanson

Alan Melanson, CFP

Bob St. George

Bob St. George

Brian Brown

Brian Brown

Brian Wright

Brian Wright

Brianna Sternkopf

Brianna Sternkopf, MBA

Carlton Jackson

Carlton Jackson

Christopher Bryan

Christopher Bryan

Corey Deighan

Corey Deighan

Craig Ross

Craig Ross, LUTCF

Dan DiPaola, CFP

Dan DiPaola, CFP

Daniel Aspenleiter

Daniel Aspenleiter, CFP

Daniel Blondell

Daniel Blondell

Daniel J. Abel

Daniel J. Abel, CRPC^®

Danielle Witt

Danielle Witt

David Westnedge

David Westnedge, CFP^®, CLU^®

Dustin Aiguier

Dustin Aiguier, CFP, ChFC, LUTCF

Dustin LaPorte

Dustin LaPorte, CFP

Ed Yetsko

Ed Yetsko, MBA, CFP®, AIF®, CSRIC™

Ernie Cave

Ernie Cave, CFP

Granville Knowles

Granville Knowles

Jake Blondell

Jake Blondell

Jason Rogers

Jason Rogers

Jeffrey Vogt

Jeffrey Vogt

Jeffrey Nicholson

Jeffrey Nicholson

Joe Coluccelli

Joe Coluccelli

John Butterworth

John Butterworth

Joshua DeJohn

Joshua DeJohn

Kathleen Pernice

Kathleen Pernice

Kathy Roth

Kathy Roth, CFP

Kevin Dempsey

Kevin Dempsey

Marc R. Gillespie

Marc R. Gillespie, CLU, ChFC, CFS, MSM, CLF

Mark Beckworth

Mark Beckworth

Mary Harden

Mary Harden

Michael Charleton

Michael Charleton

Michelle Blondell

Michelle Blondell

Paul Green

Paul Green

Reagan Wright

Reagan Wright

Reid Wingate

Reid Wingate

Richard Collins

Richard Collins

Robert Shuford

Robert Shuford

Stuart Impey

Stuart Impey

Thomas Beam

Thomas Beam

Tiffany Burke

Tiffany Burke

Tom McLean

Tom McLean

Tricia Liller

Tricia Liller

Tricia Brady

Tricia Brady

Valerie Todd

Valerie Todd

William Cooper

William Cooper

William Steedley

William Steedley