Our advisors

Danny DeHoney

Danny DeHoney

CFP®, ChFC®, CLU®, CRPC®, APMA®

Private Wealth Advisor

Managing Partner
Learn more about Danny DeHoney Visit Danny DeHoney's website
Paul Di Palma

Paul Di Palma

MS, CFP®, CRPC®, ChFC®, CLU®

Private Wealth Advisor

Managing Partner
Learn more about Paul Di Palma Visit Paul Di Palma's website
Carl Ehmann

Carl Ehmann

CRPC®

Financial Advisor

Learn more about Carl Ehmann Visit Carl Ehmann's website
K Eric Crook

K Eric Crook

Financial Advisor

Managing Partner
Learn more about K Eric Crook Visit K Eric Crook's website

Our team

Stephanie LaBrie

Stephanie LaBrie

Paraplanner

Qualifications

  • FINRA Series 7 & 66
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Joanne Paquette

Administrative Assistant

Beth C. Graybill, CFP<sup>®</sup>

Beth C. Graybill, CFP®

Financial Planning Specialist,

CERTIFIED FINANCIAL PLANNER™ professional

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ professional
  • Series 7 and Series 66 licensed
  • Health, Life and Variable Insurance licensed
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Heather Budziak

Heather Budziak

Receptionist