Our advisors

Our team

Michelle E. Zimmerman

Michelle E. Zimmerman

Operations Director,

Executive Assistant
Casey M. Davis

Casey M. Davis

Client Concierge,

Marketing Specialist
Kristina Mcdougle

Kristina Mcdougle

Paraplanner

Patricia L. Hill

Patricia L. Hill

Client Service Specialist,

Office Manager
Mona Hoffman

Mona Hoffman

Client Service Specialist,

Office Manager
Cody Flesher

Cody Flesher

Client Service Specialist

Roles & Responsibilities

  • The newest member of our team- Cody will work with our client service department learning our system and processes and then moving along into a paraplanner role.
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Stacy Shema

Stacy Shema

Office Manager

Laurie Kadair

Laurie Kadair

Client Service Specialist,

Office Manager
Julie Flinner

Julie Flinner

Marketing Specialist,

Event Planner