Our advisors

David Barrett-Johnson

David Barrett-Johnson

ChFC®, CKA®

Financial Advisor

Managing Director
Learn more about David Barrett-Johnson
Kimberlee A Barrett-Johnson

Kimberlee A Barrett-Johnson

CFP®, CDFA®, CKA®

Private Wealth Advisor

President
Learn more about Kimberlee A Barrett-Johnson

Andrew St Jean

CFP®

Financial Advisor

Learn more about Andrew St Jean Visit Andrew St Jean's website
Charlie Mas

Charlie Mas

Financial Advisor

Learn more about Charlie Mas
Shelly Pellish

Shelly Pellish

CFP®

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Shelly Pellish

Our team

Emily Johnson

Emily Johnson

Client Service Manager

Personal Intro

Education

B.A. in Art History, Mary Baldwin College

Family

Married to Carol with 3 cats.

Interests

I enjoy hiking, craft beer, eating good food, and spending time with family and friends.

Qualifications

  • RICP™

Roles & Responsibilities

  • Participates in client meetings.
  • Manages team technology.
  • Processes business.
  • Available for client questions.
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Andrew St. Jean

Andrew St. Jean

Client Service Manager,

CERTIFIED FINANCIAL PLANNER™ professional

Personal Intro

Education
B.A. in Music and Mathematics, University of Virginia

Interests

For recreation, I play regularly in the U.Va Klezmer Ensemble, and I love performing generally. Hiking, reading, Bourbon, family, and friends are my passions.

Qualifications

  • Certified Financial Planner

Roles & Responsibilities

  • Participates in client meetings.
  • Conducts insurance research and analysis.
  • Processes business.
  • Available for client questions.
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Michele McCormack

Michele McCormack

Executive Assistant

Personal Intro

Education

B.A. Psychology, University of Colorado at Boulder

Family

Married to Rick with a daughter, Maria, 2 cats and a peacock named Pierluigi.

Interests

I treasure time with family and friends, love to cook, swim, read, and hike.

Roles & Responsibilities

  • Manages scheduling.
  • Assists in marketing and event coordination.
  • Processes new business.
  • Facilitates vital office activities.
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Amy Jeffrey

Amy Jeffrey

Administrative Assistant

Personal Intro

Education

B.A. in Education, Eastern Michigan University

Family

Married to Aaron with 2 daughters and 2 cats.

Interests

I enjoy reading, watching movies with my family, anything chocolate, and exercise.

Roles & Responsibilities

  • Manages scheduling.
  • Assists in marketing and event coordination.
  • Processes new business.
  • Facilitates vital office activities.
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Graham Scharf

Graham Scharf

Operations Manager

Personal Intro

Education

B.A. in Philosophy and Theology, Wheaton College; Master of Teaching, Pace University

Family

Married to Rebecca with 2 daughters.

Interests

I love spending time with family and friends - cooking, playing games, hiking, climbing, camping, surfing, sailing, and exploring.

Roles & Responsibilities

  • Manages day-to-day office procedures.
  • Handles bookkeeping and payroll.
  • Facilitates strategic goal planning.
  • Available for client questions.
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Taylor Schumpert

Taylor Schumpert

Business Development Specialist

Roles & Responsibilities

  • Plans client and prospect engagement aimed at strategic business growth
  • Coordinates and plans events
  • Creates and updates communications assets
  • Manages website, social media, and other marketing activities
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Gabriela Batsu

Gabriela Batsu

Intern

Roles & Responsibilities

  • Asset allocation support
  • Financial planning support
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Andrew Wolverton

Andrew Wolverton

Intern

Roles & Responsibilities

  • Asset allocation support
  • Financial planning support
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