Our advisors

David Barrett-Johnson

David Barrett-Johnson

Financial Advisor

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

Kimberlee A Barrett-Johnson

Private Wealth Advisor

Learn more about Kimberlee A Barrett-Johnson
Shelly Pellish

Shelly Pellish

Financial Advisor

Learn more about Shelly Pellish
Charlie Mas

Charlie Mas

Financial Advisor

Learn more about Charlie Mas

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

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.

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

Administrative 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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Daisy Xu

Daisy Xu

Intern

Personal Intro

I love travelling, visiting museums, watching movies and soccer.

Roles & Responsibilities

  • Assists with client events
  • Develops Marketing Materials
  • Supports financial planning projects
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