Your Team of Advocates
Each client we have the privilege of serving deserves a team of financial specialists that match their unique needs. To achieve this, we foster an environment that attracts individuals who are interested in continuing to develop their technical expertise and have a deep conviction about client service and relationships. Our team members are encouraged to work in collaboration with both internal and external specialists in order to uncover opportunities and serve as your advocate.
View our Careers page.
Dennis Barron
Marketing & Communications Coordinator
Ashley Bebeau, CFP®
Principal
Mary Berman
Client Service Administrator
Whitney Beswick
Operations Associate
Toni Bregenzer
Manager of Risk & Client Service
Tom Buhrmann, CIMA®
Wealth Advisor
Andrew Cohn, AIF®
Retirement Plan Advisor
David Copeland
Principal
Andrew Denenberg, CFP®
Principal
Moira Fahey-Ullrich
Principal & Chief Solutions Officer
Lee Ford
Manager of Operations & Client Service
Kirk Hackbarth, CFP®, CPA/PFS, MS
Wealth Advisor
Joanna Hurley
Receptionist & Administrative Assistant
Michael Karmin, CFA®, CFP®
Principal
Jill Kaz, CFP®
Financial Planner
Kathy Klein, CFP®
Wealth Advisor
John Mariscalco, CFA®
Associate Wealth Advisor
Marcie Nach, CFP®
Financial Planner
William M. Perry, CFP®, CIMA®
Senior Wealth Advisor
Lindsay Pflug
Manager of Training & Process Development
A.J. Price, CPA, CFP®
Associate Wealth Advisor
Neal Price, CPA, CFA®, CFP®
Principal
Lauren Ross
Manager of Investment Operations
Cory Rappaport, CPA
Wealth Associate
Adam Rudolph, CFP®
Associate Wealth Advisor
Wendy Sabul-Mintzer
Operations Associate
Jaclyn Simon
Senior Client Service Administrator
Joseph Thompson
Wealth Associate
Vishaal Tummala, CFP®
Wealth Associate
Michele Turner
Client Service Administrator
Gabrielle Wagor
Receptionist & Marketing/Events Associate
Mark Weil, CFP®
Wealth Advisor
Betsy Wellington
Client Service Administrator
Brian Wendt
Senior Client Service Administrator