
Bennet Thonakkara, CPA, CFA®
Sr. Wealth Advisor, Sr. Director

Eric Anderson, CFP®
Sr. Wealth Advisor

Gregg Padilla, CFP®
Sr. Wealth Advisor

Nadia Dubowyj, CFP®, CFA, MST, MBA
Wealth Advisor

Richard W. Stout III, CFP®, AIF®, MPAS™, MBA
Sr. Wealth Advisor

Roain Saunders, CFP®
Wealth Advisor

Robert A. Medvey, CFP®, CPWA®, ChFC®, CLU®
Sr. Wealth Advisor

Thomas J. Britt, CFP®, MPAS℠, CIMA®, MBA
Sr. Wealth Advisor

Bob Kinnie
Regional Vice President

Bill Stadler
Financial Planner

Aileen Deutermann
Operations Manager

Claudia Paluch
Client Service Specialist

Monica Delsanto
Manager, Client Service

Pamela Greene
Sr. Client Service Specialist