Great financial planning starts with understanding you — and it doesn’t stop there. When you work with us, you’re supported by a team with different strengths, perspectives and experience. This approach brings broader insight, steady support and people you can rely on even as life - and markets - change. You receive thoughtful advice and a team that’s truly invested in helping you feel confident about where your money can take you.


close

Team photo for Fiduciam Financial
Team photo for Fiduciam Financial

View Larger


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

Private Wealth Advisor

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

Allison Becker

CFP®, AEP®, ChFC®, APMA®, CRPC

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, APMA®, CRPC

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

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about David Burrus Visit David Burrus's website
Advisor photo for Bob Edmonds

Bob Edmonds

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Bob Edmonds Visit Bob Edmonds's website
Advisor photo for Richard Edmonds

Richard Edmonds

CPA, APMA®

Private Wealth Advisor

Certified Public Accountant
Learn more about Richard Edmonds Visit Richard Edmonds's website
Advisor photo for Coral Edmonds

Coral Edmonds

APMA®

Financial Advisor

ACCREDITED PORTFOLIO MANAGEMENT ADVISOR™
Learn more about Coral Edmonds Visit Coral 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

CFP®, APMA®, CEPA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Brianna Gambacini Visit Brianna Gambacini's website
Advisor photo for Maxwell Gebauer

Maxwell Gebauer

APMA®

Financial Advisor

Learn more about Maxwell Gebauer Visit Maxwell Gebauer'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 Leigh King

Leigh King

CFP®, BFA, CLU®, APMA®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Leigh King Visit Leigh King's website
Advisor photo for Candice Pope

Candice Pope

APMA®, BFA, CRPC

Private Wealth Advisor

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

Brian Schoonover

APMA®

Financial Advisor

Learn more about Brian Schoonover Visit Brian Schoonover's website
Advisor photo for Adam Swiger

Adam Swiger

CFP®, APMA®

Private Wealth Advisor

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


Our team

Eric Allen

Eric Allen

Investment Specialist

Qualifications

  • APMA TM

View more
Conor Brennan

Conor Brennan

Client Concierge

Kendra Brown

Kendra Brown

Client Service Coordinator

Zachary Brown

Zachary Brown

Financial Planning Analyst

Qualifications

  • APMA®

View more
Nickel Bushong

Nickel Bushong

Client Concierge

Qualifications

  • FPQP

View more
Tammy Carter

Tammy Carter

Financial Planning Specialist

Susan Crawford

Susan Crawford

Operations Specialist

Stacey Czopor

Stacey Czopor

Client Concierge

Maureen DeLuca

Maureen DeLuca

Operations Specialist

Crystal Dunston

Crystal Dunston

Client Concierge

Emily Forcier

Emily Forcier

Client Concierge

Carson Fulp

Carson Fulp

Client Concierge

Michael Goralski

Michael Goralski

Financial Planning Analyst

Qualifications

  • APMA®

View more
Jason Henry

Jason Henry

Client Concierge

Qualifications

  • APMA®

View more
Betsy Hole

Betsy Hole

Business Development Specialist

Gale Huyett

Gale Huyett

Office Manager

Jack McDonald

Jack McDonald

Client Concierge

Qualifications

  • MBA

View more
Lilly Mortensen

Lilly Mortensen

Operations Specialist

Max Peruta

Max Peruta

Client Concierge

Alyssa Pompano

Alyssa Pompano

Executive Assistant

Kimberly Saja

Kimberly Saja

Operations Director

Qualifications

  • CFP®, APMA®, CRPCTM

View more
Emily J. Savage

Emily J. Savage

Client Concierge

Jennie Lynn Shen

Jennie Lynn Shen

Client Service Coordinator

Bailey Spears

Bailey Spears

Client Concierge

Kara Stephen

Kara Stephen

Practice Manager

Lydia Taft

Lydia Taft

Paraplanner

Qualifications

  • APMA®

View more
Megan Teardo

Megan Teardo

Client Service Coordinator

Alex Torres

Alex Torres

Client Concierge

Joelene Vadeboncoeur

Joelene Vadeboncoeur

Client Service Coordinator

Kelley Wheaton

Kelley Wheaton

Financial Planning Specialist

Blake Wooten

Blake Wooten

Client Concierge

Qualifications

  • APMA®

View more
Colleen Worgan

Colleen Worgan

Business Development Coordinator