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.

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Team photo

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Our advisors

John Reamer

CFP®

Private Wealth Advisor

Senior Vice President of John Reamer and Associates
Learn more about John Reamer Visit John Reamer's website

Benjamin Dreon

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Benjamin Dreon Visit Benjamin Dreon's website

Charles Braniff

CFP®, APMA®

Associate Financial Advisor

CERTIFIED FINANCIAL PLANNER® practitioner
Learn more about Charles Braniff Visit Charles Braniff's website

Samantha Huber

CFP®

Financial Advisor

Learn more about Samantha Huber Visit Samantha Huber's website

Natalie Kincs

CFP®

Financial Advisor

Learn more about Natalie Kincs Visit Natalie Kincs's website

Adam R Maki

CFP®, CFS®

Financial Advisor

CERTIFIED FINANCIAL PLANNER® professional
Learn more about Adam R Maki Visit Adam R Maki's website

Kristie Elfering

CFP®

Associate Financial Advisor

Learn more about Kristie Elfering Visit Kristie Elfering's website


Our team

Megan Lund

Megan Lund

Client Service Coordinator

Mary Holmes

Mary Holmes

Office Manager

Joe McGraw

Client Service Coordinator

Colleen Kulaszewicz

Colleen Kulaszewicz

Client Service Manager