Brian Picariello, CPA/PFS, CFA
Managing Director
Bennet Thonakkara, CPA, CFA®
Sr. Wealth Advisor, Sr. Director
Eric Anderson, CFP®
Sr. Wealth Advisor
Nadia Dubowyj, CFP®, CFA, MST, MBA
Wealth Advisor
Roain Saunders, CFP®
Wealth Advisor
Austin Minor
Regional Vice President
Bob Kinnie
Regional Vice President
Timothy Schmidt
Regional Vice President
Bill Stadler
Client Service Specialist
Carynna Mott
Client Service Specialist
Charlene Maruska
Sr. Manager, Client Service
Monica Delsanto
Manager, Client Service
Pamela Greene
Sr. Client Service Specialist