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Our Team
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Jennae Backo
Lindsay Basciotta
Brenda Beam
James Danko
MBA, AIF®
Daniel J. Dingus
CFP®, AIF®, MBA
Yvette Dirani
Terry Dougan
T.J. Drost
CFP®, CFS®, AIF®
Christine Erimias
Michael Fertig
AIF®
Leigh Fleming
FPQP
Robert Fragasso
CFP Board Emeritus®
Michael Godwin
CFA
Damien Gottschalk
CFP®, AIF®, MBA
Colette Griffith
Bonnie Katz
Brianne King
CFP®
Amila Kostic
Nadine Kundrod
Mallory Labik
CFP®, CDFA®
Karen Lapina
CFP®
Steve Limberiou
Christina McCahill
Paul Mehno
ChFC®, RICP®
Giovanni A. Morgano
MSA
Liliann Moser
AIF®
Greg Pond
SPHR, SHRM-SCP
Marsha Posset
Nicholas Redshaw
Bryan Reft
CFP®, MBA
Brian Robinette
CFP®, CRPS®
Christine Robinette
CFP®, CPWA®
Carly Santik
Brandon Schwan
CFP®, CPWA®
Andrew Silver
CFP®
Jim Sinegal
Nicole Starzynski
Daniel Tatomir
AIF®
Rachel Weaver
CFP®
William Wolfe
CFP®
Serhiy Zayats
Mary Ellen Zik