With a solid foundation of teamwork, our practice draws on the skills and strengths of each member to achieve our collective goal of helping clients like you meet their financial goals. Together, we can help you feel more confident, connected and in control of your financial life.



Our advisors

Advisor photo for Mehdi Azizi

Mehdi Azizi

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mehdi Azizi Visit Mehdi Azizi's website
Advisor photo for Michael Barnes

Michael Barnes

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Barnes Visit Michael Barnes's website
Advisor photo for Allison Becker

Allison Becker

CFP®, CRPC, APMA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Allison Becker Visit Allison Becker's website
Advisor photo for David Bouffard

David Bouffard

MBA

Private Wealth Advisor

Managing Partner of Fiduciam Financial
Learn more about David Bouffard Visit David Bouffard's website
Advisor photo for David Burrus

David Burrus

APMA

Financial Advisor

Learn more about David Burrus Visit David Burrus's website
Advisor photo for Bob Edmonds

Bob Edmonds

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Edmonds Visit Bob Edmonds's website
Advisor photo for Stephanie Field

Stephanie Field

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Stephanie Field Visit Stephanie Field's website
Advisor photo for Brianna Gambacini

Brianna Gambacini

APMA

Financial Advisor

Learn more about Brianna Gambacini Visit Brianna Gambacini's website
Advisor photo for Sherry Hunt

Sherry Hunt

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Sherry Hunt Visit Sherry Hunt's website
Advisor photo for Mark Jones

Mark Jones

CFP®, CFA®

Private Wealth Advisor

Managing Partner of Fiduciam Financial
Learn more about Mark Jones Visit Mark Jones's website
Advisor photo for James McCuaig

James McCuaig

CRPC, APMA

Financial Advisor

Learn more about James McCuaig Visit James McCuaig's website
Advisor photo for Candice Pope

Candice Pope

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Candice Pope Visit Candice Pope's website
Advisor photo for Adam Swiger

Adam Swiger

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Adam Swiger Visit Adam Swiger's website


Our team

JT Wiederholt

JT Wiederholt

Operations Director,

Chief Operating Officer of Fiduciam Financial

Qualifications

  • CFP®, CEPA®, APMA®, CRPC®, AAMS®

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Carley Ames

Carley Ames

Practice Manager

Zachary Brown

Zachary Brown

Client Concierge

Qualifications

  • APMATM

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Nickel Bushong

Nickel Bushong

Client Service Manager

Qualifications

  • FPQP ™

Roles & Responsibilities

  • Nickel is an enthusiastic resource for our clients. Scheduling meetings, notarizing forms, setting up new clients and processing client requests are Nickel’s focus.
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Tammy Carter

Tammy Carter

Financial Planning Specialist

Qualifications

  • BSBA Marketing

Roles & Responsibilities

  • Financial Planning Process
  • Client Service
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Susan Crawford

Susan Crawford

Administrative Assistant

Roles & Responsibilities

  • Client meeting coordinator
  • Application processing and movement
  • General service needs
  • Supports day-to-day operations of the practice
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Stacey Czopor

Stacey Czopor

Client Relationship Manager

Roles & Responsibilities

  • Stacey is a seasoned problem solver managing client relationships. Stacey works with clients to onboard, answer questions, process transactions and manage insurance applications.
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Maureen DeLuca

Maureen DeLuca

Client Concierge

Qualifications

  • University of Rhode Island, Bachelor's of Science in Psychology

Roles & Responsibilities

  • Client meeting coordinator
  • General service inquiries
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Coral Edmonds

Coral Edmonds

Client Concierge

Emily Forcier

Emily Forcier

Client Concierge

Michael Goralski

Michael Goralski

Client Concierge

Roles & Responsibilities

  • Mike is a go-getter working as a client concierge. Gathering and analyzing data and helping prepare financial plans, Mike works closely with Leigh to help clients achieve their goals.
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Vicki Hawkins

Vicki Hawkins

Client Concierge

Jason Henry

Jason Henry

Client Concierge

Betsy Hole

Betsy Hole

Marketing Manager

Roles & Responsibilities

  • Betsy leads the charge on client engagement developing educational, community service and fun activities for our clients and friends. Betsy also manages our online & print communications.
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Gale Huyett

Gale Huyett

Marketing Manager,

Operations Manager

Qualifications

  • Shepherd University - AS Business Marketing

  • Greensboro College - BS Business and Economics

Roles & Responsibilities

  • Marketing, Social Media & Events
  • Operations
  • Customer Relationship Management
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Tanya Iljazi

Tanya Iljazi

Client Service Specialist

Cathy Maynard

Cathy Maynard

Client Service Specialist

Qualifications

  • King's College - Associate Degree

  • Series 6

  • Series 63

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
  • Meeting Prep
  • Marketing Support
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Jack McDonald

Jack McDonald

Client Concierge

Althea "Lilly" Mortensen

Althea "Lilly" Mortensen

Client Concierge

Emanuele Moschini

Emanuele Moschini

Client Concierge

Alyssa Pompano

Alyssa Pompano

Marketing Manager

Paula Ryan

Paula Ryan

Operations Manager

Roles & Responsibilities

  • Paula manages the day-to-day operations of the practice, working to keep our people, processes and productivity aligned with our clients’ goals.
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Emily J. Savage

Emily J. Savage

Client Concierge

Brian Schoonover

Brian Schoonover

Client Concierge

Qualifications

  • Trident University International: Bachelor of Science in Business Administration

Roles & Responsibilities

  • General Service and Account Inquiries
  • Gathering Data from Clients
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Kimberly Saja

Kimberly Saja

Operations Manager

Qualifications

  • CFP®, APMATM, CRPCTM

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Kara Stephen

Kara Stephen

Client Concierge

Lydia Taft

Lydia Taft

Client Concierge

Blake Wooten

Blake Wooten

Client Concierge