A
Cindy ArntzAssociate
Jon Arntz CFP® Partner
B
Rebecca Bar-Shain CFP® MBA Partner
Roxanne Beran CLTC® Insurance Planning Specialist
Richard BlockPartner
C
Luci CharnasAssociate
Cheri CuffariAssociate
D
Michael DeJohnPartner
Bridget DeskaAssociate
Edward DeTomaso CLU® ChFC® Partner
G
Will GlubiakAssociate
William GlubiakChief Executive Officer
H
Sabrina Harter – Director of First Impressions
William HawkePartner
Laurie Haynes – Associate
Judi Hernandez CFP® Partner
J
Bill JamesDirector of Project Management
K
Jodi KayAssociate
Janine KushnerAssociate
L
Frank LeganPartner
M
Kathleen Madormo – Associate
John Mannen CLU® ChFC® Partner
Adam Meidenbauer CFP® Partner
April MenaryDirector of Operations
Kristen Moran CFP® Director of Financial Planning
Brian Morton – Associate
Mark Munday CFP® Partner
N
Azim NakhoodaPartner
O
Shannon OddiAssociate
R
David Robertson CFP® JD Partner
Linda Robertson – Associate
Kenneth Rogat CLU® ChFC® Partner
S
Wayne Salsbury – Manager of Data Analytics
Christine Sivak AIF QKA Partner
Howard Slater MBA MSFS® CMFC ChFC® CLU BFA® Partner
Dayna Smith Partner
Kelly Smith CFP® – Chief Compliance Officer
Erin StevensonAssociate
W
Mandy WeiskopfAssociate