Our team provides financial experience focused on you and your goals. Together, we offer a breadth of knowledge, specialized advice and ongoing dedication to exceptional service.



Our advisors

Mehdi Azizi

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Mehdi Azizi Visit Mehdi Azizi's website

Michael Barnes

CFP®, CRPC

Financial Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Michael Barnes Visit Michael Barnes's website

Allison Becker

CFP®, CRPC, APMA, ChFC®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Allison Becker Visit Allison Becker's website

David Bouffard

MBA

Private Wealth Advisor

Managing Partner of Fiduciam Financial
Learn more about David Bouffard Visit David Bouffard's website

David Burrus

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about David Burrus Visit David Burrus's website

Bob Edmonds

CFP®, APMA

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Bob Edmonds Visit Bob Edmonds's website

Coral Edmonds

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Coral Edmonds Visit Coral Edmonds's website

Stephanie Field

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Stephanie Field Visit Stephanie Field's website

Brianna Gambacini

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Brianna Gambacini Visit Brianna Gambacini's website

Sherry Hunt

CRPC

Private Wealth Advisor

Chartered Retirement Planning Counselor™
Learn more about Sherry Hunt Visit Sherry Hunt's website

Mark Jones

CFP®, CFA®

Private Wealth Advisor

Managing Partner of Fiduciam Financial
Learn more about Mark Jones Visit Mark Jones's website

Leigh King

CFP®, BFA, CLU®, APMA, AIF®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Learn more about Leigh King Visit Leigh King's website

James McCuaig

CRPC, APMA

Financial Advisor

Chartered Retirement Planning Counselor™
Learn more about James McCuaig Visit James McCuaig's website

Candice Pope

APMA

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Candice Pope Visit Candice Pope's website

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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Zachary Brown

Zachary Brown

Client Concierge

Qualifications

  • APMATM

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Nickel Bushong

Nickel Bushong

Client Service Manager

Qualifications

  • FPQP ™

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Tammy Carter

Tammy Carter

Financial Planning Specialist

Susan Crawford

Susan Crawford

Administrative Assistant

Stacey Czopor

Stacey Czopor

Client Relationship Manager

Maureen DeLuca

Maureen DeLuca

Client Concierge

Crystal Dunston

Crystal Dunston

Client Service Coordinator

Emily Forcier

Emily Forcier

Client Concierge

Max Gebauer

Max Gebauer

Client Concierge

Michael Goralski

Michael Goralski

Client Concierge

Vicki Hawkins

Vicki Hawkins

Client Concierge

Jason Henry

Jason Henry

Client Concierge

Betsy Hole

Betsy Hole

Marketing Manager

Gale Huyett

Gale Huyett

Marketing Manager,

Operations Manager
Tanya Iljazi

Tanya Iljazi

Client Service Specialist

Cathy Maynard

Cathy Maynard

Client Service Specialist

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

Kimberly Saja

Kimberly Saja

Operations Manager

Qualifications

  • CFP®, APMATM, CRPCTM

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Emily J. Savage

Emily J. Savage

Client Concierge

Brian Schoonover

Brian Schoonover

Client Concierge

Kara Stephen

Kara Stephen

Practice Manager

Lydia Taft

Lydia Taft

Client Concierge

Blake Wooten

Blake Wooten

Client Concierge

Colleen Worgan

Colleen Worgan

Marketing Specialist