Our advisors

Daniel Hayes

Daniel Hayes

Financial Advisor

Learn more about Daniel Hayes Visit Daniel Hayes's website
Anthony Mancuso

Anthony Mancuso

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Anthony Mancuso Visit Anthony Mancuso's website
Mary Beth Fairchild

Mary Beth Fairchild

Financial Advisor

Learn more about Mary Beth Fairchild Visit Mary Beth Fairchild's website
Krystal Lang

Krystal Lang

Financial Advisor

Learn more about Krystal Lang Visit Krystal Lang's website
Jordan M Orvek

Jordan M Orvek

Financial Advisor

Learn more about Jordan M Orvek Visit Jordan M Orvek's website
Charles Sawyer

Charles Sawyer

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Learn more about Charles Sawyer Visit Charles Sawyer's website
Christopher Mc Ninch

Christopher Mc Ninch

Private Wealth Advisor

Learn more about Christopher Mc Ninch Visit Christopher Mc Ninch's website
Jeremy L Fredenburg Sr

Jeremy L Fredenburg Sr

Financial Advisor

Chartered Financial Consultant®
Learn more about Jeremy L Fredenburg Sr Visit Jeremy L Fredenburg Sr's website
Richard L Fredenburg

Richard L Fredenburg

Financial Advisor

Chartered Financial Consultant®
Learn more about Richard L Fredenburg Visit Richard L Fredenburg's website
Matthew J Smith

Matthew J Smith

Financial Advisor

Learn more about Matthew J Smith Visit Matthew J Smith's website
Karl Smith

Karl Smith

Financial Advisor

Chartered Retirement Planning CounselorSM
Learn more about Karl Smith Visit Karl Smith's website

Our team

Paul Wyand

Paul Wyand

Operations Specialist

Suzanne Baughman-Craugh

Suzanne Baughman-Craugh

Operations Manager

Jodi Nichols

Jodi Nichols

Operations Director,

Chief Operating Officer
Janet Meister

Janet Meister

Paraplanner

Robert Steinmetz

Robert Steinmetz

Paraplanner

Janet Ward

Janet Ward

Administrative Assistant

Corrine Mancuso

Corrine Mancuso

Client Concierge

Colin Hayes

Colin Hayes

Client Relationship Manager

Jennifer Lygas

Jennifer Lygas

Administrative Assistant

Lisa Chisom

Lisa Chisom

Office Manager